Chief Investment Officer & CCO · Alpha Wealth Strategies, LLC
Clark M. Blackman
CRD 1261505 · Named on Form ADV at one SEC-registered adviser
At a glance
Alpha Wealth Strategies, LLC, an SEC-registered wealth manager with $220 million in regulatory assets, lists Clark M. Blackman on its Form ADV as Chief Investment Officer & CCO, a control person.
Firms and roles
- Alpha Wealth Strategies, LLCChief Investment Officer & CCOWealth manager · United States · $220M in regulatory assets
AtlasMembers
Clark’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Clark’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Clark M. BlackmanChief Executive Officer/managing Member, Alpha Wealth Strategies, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Clark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.