Alex Black, financial advisor Santa Rosa CA
90 score

Alex Black

CRD Number: 6131204
Current Firm: Moss Adams Wealth Advisors LLC

Alex Black (CRD# 6131204) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Santa Rosa, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Moss Adams Wealth Advisors LLC Santa Rosa, CA Sep 2012 - Current 5
Jp Morgan Chase Bank Santa Rosa, CA Jun 2011 - Sep 2012 1
Sonoma State University Rohnert Park, CA Oct 2010 - Jun 2012 1
Sonoma State University Rohnert Park, CA Sep 2008 - Jun 2011 2
Sage Catering San Rafael, CA Jun 2010 - Dec 2010 < 1
Pasatiempo Colf Course Santa Cruz, CA Jun 2007 - Aug 2008 1
Cabrillo College Aptos, CA Sep 2007 - Jun 2008 < 1
Purdue West Lafayette, IN Aug 2006 - May 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Alex B. Black
Phone Number: 206-302-6717
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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