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Myron L. Blackman

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CRD#: 812719
MB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Myron Lee Blackman, who also goes by Mike Blackman, was a registered financial advisor .

Myron is a previously registered financial advisor and started their career in finance in 1975. Myron had worked at 13 firms and has passed the Series 65, Series 63, PC, Series 7, Series 4, Series 12 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Blackman

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 29, 2009 - December 31, 2010

PRESIDIO CAPITAL ADVISORS LLC

RIA
CRD#: 108531
SAN FRANCISCO, CA
Past

February 17, 2006 - October 22, 2008

PRESIDIO CAPITAL ADVISORS, LLC

RIA
CRD#: 116284
SAN FRANCISCO, CA
Past

February 17, 2006 - September 3, 2010

PRESIDIO CAPITAL ADVISORS, LLC

BD
CRD#: 116284
SAN FRANCISCO, CA
Past

July 29, 2004 - December 13, 2004

CARIS & COMPANY, INC.

RIA
CRD#: 104235
SAN DIEGO, CA
Past

January 15, 2004 - December 5, 2005

CARIS & COMPANY, INC.

BD
CRD#: 104235
SAN DIEGO, CA
Past

March 1, 2001 - May 1, 2001

JPMSI

BD
CRD#: 15733
NEW YORK, NY
Past

February 27, 2001 - August 8, 2002

J.P. MORGAN SECURITIES INC.

RIA
CRD#: 18718
NEWPORT BEACH, CA
Past

July 26, 2000 - August 8, 2002

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

October 1, 1997 - July 20, 2000

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

June 13, 1996 - October 1, 1997

MONTGOMERY SECURITIES

BD
CRD#: 4357
SAN FRANCISCO, CA
Past

January 28, 1995 - April 16, 1996

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

June 3, 1982 - January 28, 1995

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

March 18, 1980 - March 9, 1982

BECKER PARIBAS INCORPORATED

BD
CRD#: 7635
Past

March 8, 1978 - April 28, 1980

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

February 26, 1976 - April 17, 1978

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

September 25, 1975 - April 20, 1976

BACHE & CO INCORPORATED

BD
CRD#: 7058

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/13/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
PC
Date: 8/31/1977
AMEX Put and Call Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 12
Date: 3/25/1983
NYSE Branch Manager Examination
Principal/Supervisory Exam

Current Firm


PC
PRESIDIO CAPITAL ADVISORS LLC
PRESIDIO CAPITAL ADVISORS LLC | PRESIDIO WEALTH MANAGEMENT LLC | PRESIDIO WEALTH ADVISORY LLC | PRESIDIO STRATEGIC SERVICES DIVISION

CRD#: 108531 / SEC#: 801-55261

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Contact information


Main Address
101 California Street 12th Floor, San Francisco, CA 94111
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A APRIL 1 AMENDMENT (4/18/2016)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


PRESIDIO CAPITAL ADVISORS LLC

CRD#: 108531

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