Blair
Shein
Compass Financial Group, Inc
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About this Advisor
Blair Shein is a certified financial planner and chartered financial analyst working out of Deerfield Beach, Florida who has 20 years of industry experience. Shein is currently employed by Compass Financial Group, Inc. The advisor has gained experience at Florida Atlantic University and Compass Financial Group, Inc. Shein has a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Florida and Texas. Compass Financial Group, Inc is a registered investment business headquartered in Deerfield Beach, FL. It has $347 million in assets between its 436 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 436 accounts, 62% belong to high-net-worth individuals who have more than $1 million in assets. Compass Financial Group, Inc has a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial advice depend on which services are offered. However, fee types charged by Compass Financial Group, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compass Financial Group, Inc Brokerage Details
$347,233,750
5
436
$796,408
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Blair Shein Work History
Blair has been registered as a financial advisor for 20 years.*
Florida Atlantic University
Florida Atlantic University
Compass Financial Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Blair Shein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Compass Financial Group, Inc
Deerfield Beach, FL
Deerfield Beach, FL
Deerfield Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
