Craig Leon Blackwell
Investment adviser representative at Altar Rock
18 yearsExperience
1 stateRegistered in
CFADesignation
$158.7MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Altar Rock Insurance LLCJun 2025 to now
- Simplicity InvestmentsMar 2025 to now
- Altar Rock LLCOct 2023 to now
- Compound Advisers, IncMay 2023 to Sep 2023
- Compound FinancialApr 2023 to Sep 2023
- Fidelity InvestmentsJan 2008 to Apr 2023
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MA).
Altar Rock
Legal name: Altar Rock LLC
$158.7MAssets managed
27Clients
4Advisers
Under 1 yearIn 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
- 6376752
- Firm CRD
- 326868