John D. Black
Professional summary
John Duncan Black, who also goes by Duncan John Black, Duncan Black, is a registered financial advisor currently at MEASURED WEALTH PRIVATE CLIENT GROUP, LLC located in Portsmouth, New Hampshire.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. John has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 31, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Duncan Black's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 6, 2020 - Present
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
Office #1: 303 Islington Street, Portsmouth, NH 03801February 17, 2006 - April 21, 2020
WELLS FARGO CLEARING SERVICES, LLC
February 17, 2006 - April 21, 2020
WELLS FARGO CLEARING SERVICES, LLC
March 27, 2000 - March 10, 2006
LEGG MASON WOOD WALKER, INCORPORATED
November 19, 1999 - March 10, 2006
LEGG MASON WOOD WALKER, INCORPORATED
January 17, 1990 - November 23, 1999
PRUDENTIAL EQUITY GROUP, LLC
September 27, 1988 - January 20, 1990
MORGAN STANLEY DW INC.
December 1, 1987 - September 9, 1988
LEHMAN BROTHERS INC.
November 21, 1986 - December 24, 1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
CRD#: 170442 / SEC#: 801-80056
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/7/2020)
(4/6/2020)
Exams
Series 7TO
Date: 11/4/2022
General Securities Representative ExaminationCurrent Firm
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
CRD#: 170442 / SEC#: 801-80056
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,305 |
| AUM (Assets Under Management) | $ 463,984,110 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
CRD#: 170442Portsmouth, NH 03801TRUST BUT VERIFY
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