Clark Blackman has been Chief Investment Officer & CCO of Clark Monroe Blackman since January 2026, is a control person of the firm and directly owns 75% or more of it. Clark Blackman holds a Bachelor of Business Administration in Finance from the University of Iowa. Clark Blackman is a graduate of degree in Accounting, University of Iowa Graduate School.
Clark Monroe Blackman L.L.C. is a firm with $220M under management, 36 clients and 2 advisers in one office, as of its April 2026 filing.
Clark M. Blackman II is Founder, Chief Investment Officer and Chief Compliance Officer of Alpha Wealth Strategies. He was a National and Regional Director with Deloitte & Touche, LLP in the investment consulting services area. He has worked in the financial services industry since 1980 and is a former instructor for Rice University's School of Continuing Studies Certified Financial Planner Certification Program.
Clark Blackman’s longest registration is the current one, 20 years at Clark Monroe Blackman since 2006. Before joining Clark Monroe Blackman in 2006, Clark Blackman was registered through Investec Advisory Group, L.P.
- Alpha Wealth Strategies, LLCCurrent– present · 20 yearsCypress, TX · Adviser representative · Firm CRD 139757
- Investec Advisory Group, L.P.– · 4 yearsHouston, TX · Adviser representative · Firm CRD 109417
Investment adviser representative registrations
Clark Blackman is registered as an investment adviser representative in Texas, since March 2006.
- TexasSince 22 March 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 53 | Municipal Securities Principal Examination | 7 September 2001 |
| Series 24 | General Securities Principal Examination | 22 November 1999 |
| Series 27 | Financial and Operations Principal Examination | 11 October 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 June 1997 |
| Series 7 | General Securities Representative Examination | 30 May 1997 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 February 1995 |
| Series 2 | Non-Member General Securities Examination | 20 May 1994 |
| Series 22 | Direct Participation Programs Representative Examination | 4 February 1985 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 May 1984 |
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Financial and Operations Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Non-Member General Securities Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Clark Monroe Blackman
- CRD
- 1261505
- Firm
- Clark Monroe Blackman · CRD 139757
- Role
- Chief Investment Officer & CCO
- Office
- Cypress, TX
- Registration
- Investment adviser registration
- In the industry since
- January 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- alphawealthstrategies.com
Where does Clark Blackman work?
Clark Blackman has been Chief Investment Officer & CCO of Clark Monroe Blackman L.L.C. since January 2026, and is a control person of the firm.
Is Clark Blackman a financial advisor?
Yes. Clark Blackman has a current investment-adviser registration in Texas, through Clark Monroe Blackman since March 2006.
How many years of experience does Clark Blackman have?
Clark Blackman has 24 years in the financial industry, since January 2002, across 2 adviser firms.
What exams has Clark Blackman passed?
Clark Blackman has passed 9 licensing exams: the Series 6, Series 22, Series 2, Series 65, Series 7, Series 63, Series 27, Series 24 and Series 53. The earliest, the Series 6, was passed in May 1984.
Where is Clark Blackman based?
Clark Blackman’s registered office is in Cypress, TX.
Is Clark Blackman registered with FINRA?
No. Clark Blackman has no current broker registration.
How can I verify Clark Blackman’s record?
Search CRD 1261505 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Clark Blackman’s full registration record.
