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Alexander Scott Clendennen

Investment adviser representative at Venturi Private Wealth
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.6BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. Venturi Private WealthMar 2016 to now
  2. Venturi Wealth Management, LLCJan 2016 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 1 state (TX).

Venturi Private Wealth

Legal name: Venturi Wealth Management, LLC

$3.6BAssets managed
720Clients
20Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5906957
Firm CRD
169576
Advisor's SEC record (opens in a new tab)
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