Alexander S. Clendennen

VENTURI PRIVATE WEALTH

Austin, TX 78746

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CRD#: 5906957

Professional summary

Alexander Scott Clendennen, CFP®, CPWA® is a registered financial advisor currently at VENTURI PRIVATE WEALTH located in Austin, Texas.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Alexander has worked at 2 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: THE MISSY PROJECT INVESTMENT RELATED: N ADDRESS OF BUSINESS: 11303 DEADOAK LN, AUSTIN, TEXAS 78759 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, COMPENSATION FOR ACTIVITY: N POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 2/12/2013 NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I AM AN ADVISORY BOARD MEMBER TASKED WITH HELPING DIRECT FUND RAISING ACTIVITIES AND OUTREACH CAMPAIGNS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Scott Clendennen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

CPWA^®

Certified Private Wealth Advisor

Start date: 2017-06-27

Expire date: 2023-05-31

Experience

Current

March 24, 2016 - Present

VENTURI PRIVATE WEALTH

Office #1: 3600 N. Capital Of Texas Hwy. Building B, Suite 200, Austin, TX 78746

RIA

CRD#: 169576

Austin, TX

Past

June 13, 2011 - November 19, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

AUSTIN, TX

Past

May 13, 2011 - November 19, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VENTURI PRIVATE WEALTH

IRENE ADVISORS, LLC | VENTURI WEALTH MANAGEMENT, LLC | VENTURI PRIVATE WEALTH

CRD#: 169576 / SEC#: 801-78932

RIA

Registered Investment Advisory firm - (1/2/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/24/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/8/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/19/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/23/2014

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/11/2011

General Securities Representative Examination

Current Firm

VENTURI PRIVATE WEALTH

IRENE ADVISORS, LLC | VENTURI WEALTH MANAGEMENT, LLC | VENTURI PRIVATE WEALTH

CRD#: 169576 / SEC#: 801-78932

RIA

Registered Investment Advisory firm - (1/2/2014 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(512) 220-2035

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VENTURI ADV PART 2 (3/18/2025)

Regulatory assets under management

Total Number of Accounts	4,488
AUM (Assets Under Management)	$ 3,178,913,424

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/26/2025	Cover Page	Report
02/03/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Alexander S. Clendennen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Scott Clendennen's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

VENTURI PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 6/8/2011

SIE

Date: 11/19/2015

Series 31

Date: 6/23/2014

Series 7

Date: 5/11/2011

Current Firm

VENTURI PRIVATE WEALTH

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VENTURI PRIVATE WEALTH

TRUST BUT VERIFY

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