Preston B Blackman

CRD 2394666 · Charles Schwab & Co., Inc. · New York City, NY

IA RegisteredBroker

Also appears in the source record as: Preston Burton Blackman; Preston Blackman

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 66Series 63
Registered states (28): Arizona · California · Colorado · Connecticut · Delaware · Florida · Georgia · Hawaii · Illinois · Indiana · Kentucky · Maine · Maryland · Massachusetts · Minnesota · Nevada · New Hampshire · New Jersey · New York · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Vermont · Virginia · Washington
Years in the industry (source record): 31
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (12)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
New York City, NY · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
New York City, NY · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
New York City, NY · IA capacity

start not retrieved → present
Strategic Advisers, Inc.
New York, NY · IA capacity

Mar 24, 2014 → Mar 1, 2018
Fidelity Brokerage Services LLC
New York, NY · BC capacity

Sep 29, 2004 → Feb 28, 2018
Ifmg Securities, Inc.
Hastings, NY · IA capacity

Jul 21, 2003 → Aug 24, 2004
Ifmg Securities, Inc.
Purchase, NY · BC capacity

Feb 22, 2000 → Aug 24, 2004
Spencer Clarke LLC
North Miami, FL · BC capacity

Oct 2, 1998 → Jan 15, 1999
J.W. Barclay & Co., Inc.
Woodbridge, NJ · BC capacity

Aug 20, 1997 → Oct 15, 1998
First Cambridge Securities Corporation
New York, NY · BC capacity

Feb 25, 1997 → May 23, 1997
H.J. Meyers & Co., Inc.
Rochester, NY · BC capacity

Nov 22, 1993 → Mar 13, 1997
Lehman Brothers Inc.
New York, NY · BC capacity

Sep 27, 1993 → Oct 21, 1993

Source & corrections

Where this page comes from

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