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Preston B Blackman

Charles Schwab & CO., Inc.

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About Preston B Blackman

Preston Blackman is a financial advisor with over 25 years of experience in the financial services industry. Preston is currently registered with Charles Schwab & Co., Inc. in New York and Texas. Preston has previously held positions at Fidelity Brokerage Services LLC, IFMG Securities, Inc., Spencer Clarke LLC, J.W. Barclay & Co., Inc., First Cambridge Securities Corporation, H.J. Meyers & Co., Inc., and Lehman Brothers Inc. Preston is a Certified Financial Planner and holds the Series 63, Series 66, Series 7 and SIE licenses.

Firm Information

Preston Blackman 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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Preston Blackman’s Registration & Firm History

NY

01/02/2019 - Present

Charles Schwab & CO., Inc. (New York City NY)

NY

09/29/2004 - 02/28/2018

FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)

NY

02/22/2000 - 08/24/2004

IFMG SECURITIES, INC. (PURCHASE NY)

FL

10/02/1998 - 01/15/1999

SPENCER CLARKE LLC (MIAMI BEACH FL)

NJ

08/20/1997 - 10/15/1998

J.W. BARCLAY & CO., INC. (WOODBRIDGE NJ)

NY

02/25/1997 - 05/23/1997

FIRST CAMBRIDGE SECURITIES CORPORATION (NEW YORK NY)

NY

11/22/1993 - 03/13/1997

H.J. MEYERS & CO., INC. (ROCHESTER NY)

NY

09/27/1993 - 10/21/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/27/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Preston B Blackman.
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