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John Duncan Black

Measured Wealth Private Client Group, LLC

Portsmouth, NH

CRD 1574605

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Employer firm

Measured Wealth Private Client Group, LLC CRD 170442

$528M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Measured Wealth Private Client Group, Llc

303 Islington Street, Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2020-04-07
  • NH RA
    APPROVED
    Since 2020-04-07

Branch Locations

303 Islington Street, Portsmouth, NH 03801 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Portsmouth NH 02/2006 04/2020
Measured Wealth Private Client Group, Llc Portsmouth NH 04/2020 Present
Previous Registrations
  • 2006-02-17 → 2020-04-21
    Manchester, NH
    Portsmouth, NH
  • 2000-03-27 → 2006-03-10
    Legg Mason Wood Walker, Incorporated
    Manchester, NH
    Baltimore, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-11-21
S63 Uniform Securities Agent State Law Examination 1986-11-17
  • S65 Uniform Investment Adviser Law Examination
    1992-11-21
  • S63 Uniform Securities Agent State Law Examination
    1986-11-17
Other Names
  • Duncan John Black
  • Duncan John Black
  • Duncan Black

View on SEC IAPD

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