Unclaimed Profile

John Leroy Blair

DT INVESTMENT PARTNERS, LLC·CHADDS FORD, Pennsylvania

Series 6, Series 7, Series 63, Series 66Clean record22 years registeredDT INVESTMENT PARTNERS, LLC

BRANDYWINE FIVE, CHADDS FORD, PA 19317-9665CRD# 3109469Firm CRD# 157646

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Leroy Blair · CHADDS FORD, PA

Registration

CRD #3109469 · DT INVESTMENT PARTNERS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

DT INVESTMENT PARTNERS, LLC

Jul 2011 – present

INDEPENDENT WEALTH ADVISORS LLC

Feb 2017 – Dec 2017

CHADDS FORD, PA

DANIELS + TANSEY, L.L.P.

Feb 2009 – Nov 2014

WILMINGTON, DE

HAVERFORD FINANCIAL SERVICES, INC.

Jan 2007 – Aug 2008

RADNOR, PA

HAVERFORD FINANCIAL SERVICES, INC.

Apr 2004 – Jan 2006

RADNOR, PA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · April 6, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DT INVESTMENT PARTNERS, LLC

CRD 157646 · SEC 801-72325

AUM

$1.5B

Regulatory assets under management

Employees

1,773 client accounts

Services offered by DT INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DT INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does John Leroy Blair offer?

John Leroy Blair specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHADDS FORD, Pennsylvania for a consultation.

What are John Leroy Blair's credentials?

John Leroy Blair is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Leroy Blair located?

John Leroy Blair is based in CHADDS FORD, Pennsylvania, working with DT INVESTMENT PARTNERS, LLC. Their office serves clients in the CHADDS FORD metropolitan area and surrounding communities.

How does John Leroy Blair charge for services?

John Leroy Blair's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DT INVESTMENT PARTNERS, LLC?

DT INVESTMENT PARTNERS, LLC has approximately 9 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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