Unclaimed Profile

Margaret Mulligan Black

BEVERLY HILLS WEALTH MANAGEMENT, LLC·BEVERLY HILLS, California

SIE, Series 00, Series 1, Series 4, Series 5, Series 12, Series 15, Series 63, Series 6527 years registeredBEVERLY HILLS WEALTH MANAGEMENT, LLC

9454 WILSHIRE BLVD., BEVERLY HILLS, CA 90212CRD# 22518Firm CRD# 152031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Margaret Mulligan Black · BEVERLY HILLS, CA

Registration

CRD #22518 · BEVERLY HILLS WEALTH MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BEVERLY HILLS WEALTH MANAGEMENT, LLC

OAKSHORE PARTNERS, LLC

Dec 2016 – Jun 2017

JACKSONVILLE, FL

BEVERLY HILLS WEALTH MANAGEMENT, LLC

Jan 2010 – Dec 2018

BEVERLY HILLS, CA

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Dec 2008

LOS ANGELES, CA

MORGAN STANLEY

Aug 1998 – Apr 2007

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 00

Series 1

Series 4

Series 5

Series 12

Series 15

Series 63

Series 65

Registration record

First registered · August 24, 1998

Years registered · 27

Disclosure History

2018Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BEVERLY HILLS WEALTH MANAGEMENT, LLC

CRD 152031 · SEC 801-76566

AUM

$142M

Regulatory assets under management

Employees

631 client accounts

Services offered by BEVERLY HILLS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEVERLY HILLS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Margaret Mulligan Black offer?

Margaret Mulligan Black specializes in Financial Planning, Investment Management, Wealth Management.

What are Margaret Mulligan Black's credentials?

Margaret Mulligan Black is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Margaret Mulligan Black located?

Margaret Mulligan Black is based in BEVERLY HILLS, California, last registered with BEVERLY HILLS WEALTH MANAGEMENT, LLC.

How does Margaret Mulligan Black charge for services?

Margaret Mulligan Black's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEVERLY HILLS WEALTH MANAGEMENT, LLC?

BEVERLY HILLS WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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