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Michael Llewellyn Black

Charles Schwab & CO., Inc.

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About Michael Llewellyn Black

Michael Llewellyn Black is a financial advisor currently registered with Charles Schwab & CO., Inc. in Phoenix, Arizona. Michael has been in the financial industry since 1999. Previously, Michael worked at American Express Financial Advisors Inc., IDS Life Insurance Company and Vanguard Marketing Corporation. Michael holds a Series 7, Series 6, Series 63, and Series 7TO license.

Firm Information

Michael Black is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Michael Black’s Registration & Firm History

AZ

09/09/2024 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

MN

09/30/2004 - 11/18/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/30/2004 - 11/18/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

PA

03/10/1999 - 02/06/2004

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 03/05/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/09/2024

Series 7TO - General Securities Representative Examination

BC

Issued 07/11/2024

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2004

Series 7 - General Securities Representative Examination

BC

Issued 02/26/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Michael Llewellyn Black. Review regulatory record here.
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