Alexander
Clendennen

Venturi Private Wealth

CRD#5906957
Investment Advisor
in Austin, TX

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About this Advisor

Alexander Clendennen is a certified financial planner who works in Austin, Texas, with 7 years of industry experience. Clendennen is an employee of Venturi Private Wealth. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Venturi Wealth Management, LLC. Clendennen maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Venturi Private Wealth is a registered investment firm that has its headquarters in Austin, TX. The firm has a total of 32 people on staff. It manages $2 billion in assets across its 3,588 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 18 charities and foundations. Of its 3,588 customer accounts, 69% belong to high-net-worth individuals who have greater than $1 million in assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. Fees for financial advice largely depend on which service is provided. However, fees charged by Venturi Private Wealth most likely include asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

3600 N. Capital Of Texas Hwy. Building B, Suite 200
Austin, TX 78746

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Venturi Private Wealth Brokerage Details

Total Assets Under Management

$1,973,168,667

TX Average: $3,042,739,679
Total Number of Employees

32

TX Average: 49
Total Number of Accounts

3,588

TX Average: 2,315
Average Account Size

$549,936

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers

Alexander Clendennen Work History

Alexander has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Venturi Wealth Management, LLC

2011 - 2015 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 Clendennen 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 Venturi Private Wealth

Jay Willcox
Austin, TX
James Sanders
Austin, TX
Kent Mitchell
Austin, TX
Emily Mccracken
Austin, TX
Meredith Jackson
Austin, TX
Alex Holt
Oklahoma City, OK
Grant Kinchen
Austin, TX

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.

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