Clark Blackman has been Chief Executive Officer/Managing Member of Clark Monroe Blackman since January 2026, is a control person of the firm and directly owns under 5% of it. Clark Blackman holds a Bachelor of Business Administration in Accounting from Texas A&M University and a Master of Science in Finance from Texas A&M University.
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 III is CEO of Alpha Wealth Strategies. He manages the administrative and daily operational elements of the firm, works directly with clients in an advisory role, and oversees investment and firm strategy initiatives and portfolio construction decisions. He joined the firm's Investment Committee in 2018 and has over 15 years of combined experience working in tax, private wealth management and running a business.
Clark Blackman’s longest registration is the current one, 6 years at Clark Monroe Blackman since 2020. Before joining Clark Monroe Blackman in 2020, Clark Blackman was registered through Patriot Wealth Management, Inc. and MBR Financial.
- Alpha Wealth Strategies, LLCCurrent– present · 6 yearsCypress, TX · Adviser representative · Firm CRD 139757
- Patriot Wealth Management, Inc.– · 1 yearHouston, TX · Adviser representative · Firm CRD 130447
- MBR Financial– · 2 yearsHouston, TX · Adviser representative · Firm CRD 168333
- FSC Securities Corporation– · 1 yearHouston, TX · Adviser representative · Firm CRD 7461
Professional designations
Listed by Clark Monroe Blackman
- CFA®
- CPA
- PFS
- CFP®
Investment adviser representative registrations
Clark Blackman is registered as an investment adviser representative in Texas, since March 2020.
- TexasSince 21 March 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 27 January 2012 |
| Series 7 | General Securities Representative Examination | 5 December 2011 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Clark Monroe Blackman
- CRD
- 5979102
- Firm
- Clark Monroe Blackman · CRD 139757
- Role
- Chief Executive Officer/Managing Member
- Office
- Cypress, TX
- Registration
- Investment adviser registration
- In the industry since
- July 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- alphawealthstrategies.com
Where does Clark Blackman work?
Clark Blackman has been Chief Executive Officer/Managing Member 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 2020.
How many years of experience does Clark Blackman have?
Clark Blackman has 12 years in the financial industry, since July 2014, across 4 adviser firms.
What exams has Clark Blackman passed?
Clark Blackman has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2011.
Where did Clark Blackman work before Clark Monroe Blackman?
Before Clark Monroe Blackman, Clark Blackman was registered through Patriot Wealth Management, Inc., February 2016 to October 2017; MBR Financial, July 2013 to March 2016; FSC Securities Corporation, February 2012 to October 2013.
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.
Is Clark Blackman a CFP?
Clark Monroe Blackman lists Clark Blackman with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Clark M. Blackman III biography, alphawealthstrategies.com
Is Clark Blackman a CFA charterholder?
Clark Monroe Blackman lists Clark Blackman with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.
Source: Clark M. Blackman III biography, alphawealthstrategies.com
How can I verify Clark Blackman’s record?
Search CRD 5979102 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Clark Blackman’s full registration record.
