Robert Black, financial advisor Venice FL

Robert Black

CRD Number: 1145742
Current Firm: Prosperity Capital Advisors

Robert Black (CRD# 1145742) is an Investment Advisor Representative working at Prosperity Capital Advisors in Venice, FL and has over 29 years of experience in the finance industry.

Similar Advisors
Angela Wentz, financial advisor Venice FL
Angela Wentz
CRD# 6120456
Sage Wealth Consulting, LLC
Similar Advisors
Peter Abbott, financial advisor Venice FL
Peter J. Abbott
CRD# 5983189
Edward Jones
Similar Advisors
Jonathan Abbuehl, financial advisor Venice FL
Jonathan D. Abbuehl
CRD# 6312608
Advice And Planning Services
Professional Designations
Company Name Location Dates Years
C2p Capital Advisory Group, Llc Dba Prosperity Capital Advisors Westlake, OH Nov 2023 - Current < 1
Oneteam Financial Llc (d.b.a. For Advisory Business) Berkeley Heights, NJ Jul 2019 - Current 4
M Holdings Securities Inc. Portland, OR Oct 2010 - Current 13
Atlas Advisory Group, LLC Cranford, NJ Oct 2010 - Jun 2019 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert M. Black
Phone Number: 440-875-6555
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,712
    MILLIONS
  • Total Number of Accounts
    7,565
    ACCOUNTS
  • Average Account Value
    $226,362
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA

Ready to hire a financial advisor? Get competitive proposals from Robert Black and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.