Alexander
Roesner
Black Diamond Financial, LLC
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About this Advisor
Alexander Roesner is a certified financial planner operating in Towson, Maryland with a total of 1 year of relevant experience. Roesner currently works for Black Diamond Financial, LLC. Throughout their career, Roesner has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Full Time Student, Bank Of America N.A and Black Diamond Financial, LLC. Roesner maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Maryland. Black Diamond Financial, LLC is a financial advisory business that has its headquarters in Towson, MD. The firm has a total of nine employees. It controls $546 million in assets among its 801 customer accounts, placing it among the bigger firms in the United States by assets under management. The firm provides financial advice to four charitable organizations. Of its 801 client accounts, 48% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Black Diamond Financial, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules vary depending on the services offered. Fees charged by Black Diamond Financial, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Black Diamond Financial, LLC Brokerage Details
$545,885,247
9
801
$681,505
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Alexander Roesner Work History
Alexander has been registered as a financial advisor for 1 years.*
Black Diamond Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Full Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexander Roesner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Black Diamond Financial, LLC
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
