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John Duncan Black

Measured Wealth Private Client Group, LLC

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About John Duncan Black

John Duncan Black is a financial advisor with over 30 years of experience in the industry. John is currently registered as an Investment Advisor Representative with Measured Wealth Private Client Group, LLC in Portsmouth, NH. John has previously worked at Wells Fargo Clearing Services, LLC, Legg Mason Wood Walker, Incorporated, Prudential Securities Incorporated, Dean Witter Reynolds Inc., Shearson Lehman Brothers Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John is also a Series 7, 9, 10, 31, 63 and 65 licensed advisor. John is a licensed Investment Advisor Representative in New Hampshire and Texas. John's specializations include Portfolio Management for Individuals, Financial Planning, Pension Consulting, and Selection of Other Advisers.

Firm Information

John Black is currently registered with Measured Wealth Private Client Group, LLC. Measured Wealth Private Client Group, LLC is a financial advisor headquartered in Portsmouth, New Hampshire. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They manage approximately $408 million in assets for 1,313 clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. They also offer a wrap fee program.
Measured Wealth Private Client Group, LLC

303 ISLINGTON STREET

PORTSMOUTH, NH 03801

$408.12M

Assets Under Management

10

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Black’s Registration & Firm History

NH

04/06/2020 - Present

Measured Wealth Private Client Group, LLC (PORTSMOUTH NH)

NH

02/17/2006 - 04/21/2020

WELLS FARGO CLEARING SERVICES, LLC (PORTSMOUTH NH)

NH

11/19/1999 - 03/10/2006

LEGG MASON WOOD WALKER, INCORPORATED (MANCHESTER NH)

NY

01/17/1990 - 11/23/1999

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

09/27/1988 - 01/20/1990

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NA

12/01/1987 - 09/09/1988

SHEARSON LEHMAN BROTHERS INC.

NA

11/21/1986 - 12/24/1987

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

IA

Issued 11/21/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/17/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/06/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/17/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/04/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 11/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 9 public disclosures for John Duncan Black. Review regulatory record here.
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