James R. Black

KEYSTONE CAPITAL ADVISORS

AUBURN, MA 01501

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CRD#: 5279165

Professional summary

James Richard Black, who also goes by James R Black, is a registered financial advisor currently at KEYSTONE CAPITAL ADVISORS LLC located in Auburn, Massachusetts.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. James has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

James R Black

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Mr. Black is the CEO of Long Run Property Solutions, Inc., a real estate property management firm. Mr. Black spends approximately 20% of his business time with this activity. Not investment related. Same address. 2. Mr. Black is also a licensed real estate agent. Mr. Black spends approximately 20% of his business time with this activity. Not investment related. Same address. 3. Mr. Black is the CEO of A&M Real Estate Consultants, a real estate consulting firm. Mr. Black spends approximately 20% of his business time with this activity. Not investment related. Same address.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Richard Black's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 21, 2026 - Present

KEYSTONE CAPITAL ADVISORS LLC

Office #1: 101 Auburn Street Unit #1, Auburn, MA 01501

RIA

CRD#: 340958

AUBURN, MA

Past

January 1, 2008 - May 22, 2008

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MARLBOROUGH, MA

Past

April 2, 2007 - January 1, 2008

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

MARLBOROUGH, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(7/21/2026)

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Exams

State Security Law Exam

IAR

Series 65

Date: 9/5/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/21/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 3/31/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KEYSTONE CAPITAL ADVISORS LLC

CRD#: 340958 / SEC#:

Massachusetts

Registered Investment Advisory firm - (7/21/2026 Approved)

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Contact information

Main Address

101 Auburn Street Unit #1, Auburn, MA 01501

Mailing Address

Phone number

(508) 365-3532

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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James R. Black

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Richard Black's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEYSTONE CAPITAL ADVISORS LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/5/2025

Series 63

Date: 4/21/2007

Series 6

Date: 3/31/2007

Current Firm

KEYSTONE CAPITAL ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

KEYSTONE CAPITAL ADVISORS LLC

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