MB
CFP
MB
CFP

Michael Black

43 Years of Experience
Scottsdale, AZ
1 DisclosureBrokerSells Insurance

Michael Black is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 43 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

4300 N Miller Road, Suite 153, Scottsdale, AZ, 85251

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 1989
Settled
Other Business ActivitiesSells Insurance

Michael owns Black Wealth Management, offering financial and estate planning, securities, and insurance products like fixed and variable annuities. He is also a CDFA since 1985, providing divorce-related financial analysis, and owns Black Properties, LLC, holding passive investments since 2017.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
February 2006 - February 2025 · 19 yrs
Investment Advisors
January 1999 - October 2002 · 3 yrs 9 mos
Concourse Financial Group Securities, INC.Broker
June 1998 - February 2025 · 26 yrs 8 mos
1717 Capital Management CompanyBroker
January 1991 - June 1998 · 7 yrs 5 mos
Titan/value Equities Group, INC.Broker
November 1989 - February 1991 · 1 yr 3 mos
Value Equities CorporationBroker
July 1988 - November 1989 · 1 yr 4 mos
Value Equities CorporationBroker
July 1986 - November 1989 · 3 yrs 4 mos
Mai Securities CorporationBroker
March 1983 - July 1986 · 3 yrs 4 mos
Fsc Securities CorporationBroker
January 1983 - March 1983 · 2 mos
State Registrations20 states
AZCACODEGAHIIAIDILMIMTNCNMNYOHORSCSDTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.