Sheldon
Black

Franklin, Parlapiano, Turner & Welch LLC

CRD#7864854
Investment Advisor
in Houston, TX

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About this Advisor

Sheldon Black is a financial advisor based in Houston, Texas, working with Franklin, Parlapiano, Turner & Welch LLC. Sheldon has previously held positions at Franklin, Parlapiano, Turner & Welch LLC, Middletonraines+Zapata, Llp, Rbdb Interest, LLC, Arena Energy, Llp, Rusk Capital Management, LLC, and The Mitchell Family Corporation. Sheldon is registered to provide services in Louisiana and Texas. Currently, Sheldon is part of Franklin, Parlapiano, Turner & Welch LLC, which operates out of Houston, Texas. The firm has 9 employees and manages assets totaling $723.3 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Franklin, Parlapiano, Turner & Welch LLC includes asset-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

15115 Park Row Suite 140
Houston, TX 77084-4945

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Franklin, Parlapiano, Turner & Welch LLC Brokerage Details

Total Assets Under Management

$723,266,875

TX Average: $3,042,739,679
Total Number of Employees

9

TX Average: 49
Total Number of Accounts

394

TX Average: 2,315
Average Account Size

$1,835,703

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Sheldon Black Work History

2023 - Present (2 years)

Franklin, Parlapiano, Turner & Welch LLC

2018 - 2023 (5 years)

Franklin, Parlapiano, Turner & Welch LLC

2018 - 2018 (< 1 year)

Middletonraines+Zapata, Llp

2017 - 2017 (< 1 year)

Rbdb Interest, LLC

2015 - 2017 (2 years)

Arena Energy, Llp

2014 - 2015 (1 year)

Rusk Capital Management, LLC

2003 - 2014 (11 years)

The Mitchell Family Corporation

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Disclosures

Please visit the SEC profile of Sheldon Black to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Franklin, Parlapiano, Turner & Welch LLC

Joseph Dyal
Houston, TX
John Parlapiano
Houston, TX
Peter Parlapiano
Houston, TX
Paul Troyer
Houston, TX
Sheldon Black
Houston, TX

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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