Clark Monroe Blackman
Investment adviser representative at Alpha Wealth Strategies, LLC
10 yearsExperience
1 stateRegistered in
CFA, PFSDesignations
$219.9MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Alpha Wealth Strategies, LLCOct 2019 to now
- Ag InstallersOct 2017 to Oct 2019
- Patriot Wealth Management, Inc.Feb 2016 to Oct 2017
Designations
- CFA
- PFS
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (TX).
Alpha Wealth Strategies, LLC
Legal name: Clark Monroe Blackman L.L.C.
$219.9MAssets managed
36Clients
2Advisers
5 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
- 5979102
- Firm CRD
- 139757