Alexander Steven Black
Investment Adviser Representative at Cliftonlarsonallen Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alexander Steven Black is an investment adviser representative with Cliftonlarsonallen Wealth Advisors, LLC in Maumee, OH, where they have been registered since 2024. They have worked in the securities industry since 2016 and have been registered with 6 firms, including Fidelity Personal and Workplace Advisors and MML Investors Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida, Michigan, and Ohio.
Registrations & licenses
- Investment adviser:
- Florida, Michigan, Ohio
- Broker:
1 state or territory
Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesJan 2016 – Dec 2018Columbus, OH
- JP Morgan Securities, LLCDec 2018 – Jan 2020Findlay, OH
- JP Morgan Chase BANK, N.A.Dec 2018 – Jan 2020Findlay, OH
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 – Jun 2021Perrysburg, OH
- BANK OF America, N.A.Feb 2020 – Jun 2021Perrysburg, OH
- Massmutual LIFE Insurance CoAug 2021 – Apr 2022Toledo, OH
- MML Investors Services, LLCAug 2021 – Apr 2022Toledo, OH
- UnemployedJun 2021 – Aug 2021Gibsonburg, OH
- Fidelity InvestmentsApr 2022 – Nov 2024Ann Arbor, MI
- CliftonLarsonAllen Wealth Advisors, LLCNov 2024 – no end date reportedMaumee, OH
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cliftonlarsonallen Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth Advisory, Digital, Audit, Tax, Consulting and Outsourcing
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 97
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Minneapolis, MN
- SEC file number:
- 801-57242
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alexander Steven Black has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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