Blair Wolston (CRD# 6719618) is an Investment Advisor Representative working at Equitable Advisors, LLC in Burlington, VT and has over 7 years of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Feb 2024 - Current | < 1 |
| New England Federal Credit Union (nefcu) | Williston, VT | Jan 2023 - Jan 2024 | 1 |
| Lpl Financial LLC | Williston, VT | May 2022 - Jan 2024 | 1 |
| Vsecu | St. Johnsbury, VT | Nov 2014 - Jan 2023 | 8 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Oct 2016 - May 2022 | 5 |
| Littleton Imports | Littleton, NH | Aug 2014 - Nov 2014 | < 1 |
| American Society Of Dowsers | Danville, VT | Nov 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2017 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- ME
- NH
- PA
- VT
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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