CB
Craig L. Blackwell
ALTAR ROCK
LEXINGTON, MA
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CRD#: 6376752
CB
Professional summary
Craig Leon Blackwell, CFA is a registered financial advisor currently at ALTAR ROCK located in Lexington, Massachusetts and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Craig has worked at 5 firms and has passed the Series 63, SIE 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.
1.) ALTAR ROCK LLC - 10/1/23 - 34 Harding Road, Lexington, MA 02420 - Head of Research & IAR, Lead the research and operations, Invt Rel, RIA/Ins business, 80 hrs/mo; 80 hrs/mo (during trading hours). 2.) ADV Change Type: New Outside Business Activity (OBA); Name of outside business: THE LEADERS GROUP INC; ADV Category: broker-dealer, municipal securities dealer, or government securities broker or dealer; Is the business investment related: Yes; Description of the business: Independent broker/dealer specializing in variable life insurance and annuity brokerage; Position Title: REGISTERED REPRESENTATIVE; Responsibilities Duties: Licensed B/D activity related to variable insurance products utilized by clients of Altar Rock ; Start date with business: 2025-03-14; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 2; Will an IRS form for income earned be received: No; 3) Life Insurance Producer - Altar Rock Insurance LLC, Location of the business: 34 Harding Road Lexington MA 02420 USA. Responsibilities Duties: assist with private placement life insurance (PPLI) and private placement variable annuity (PPVA) activity; Start date with business: 2025-06-23; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: No;
CRS (Client Relationship Summary) - RIA
Click below to view Craig Leon Blackwell's 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®
Experience
Current
June 17, 2024 - Present
ALTAR ROCK
RIA
CRD#: 326868
LEXINGTON, MA
Current
March 14, 2025 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901BD
CRD#: 37157
SUMMIT, NJ
Past
May 18, 2023 - June 6, 2023
COMPOUND ADVISERS, INC.
RIA
CRD#: 306341
Medford, MA
Past
September 16, 2020 - April 26, 2023
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
RIA
CRD#: 301896
SMITHFIELD, RI
Past
September 29, 2014 - April 24, 2023
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Massachusetts(6/17/2024)
RR
Massachusetts(3/14/2025)
RR
New Jersey(3/14/2025)
RR
New York(3/14/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AR
ALTAR ROCK
ALTAR ROCK | ALTAR ROCK LLC
CRD#: 326868 / SEC#: 801-134664
Massachusetts
Registered Investment Advisory firm - (6/17/2024 Approved)Michigan
Registered Investment Advisory firm - (3/17/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Lexington, MA
Mailing Address
437 Tennyson Dr., Staten Island, NY 10312-6545
Phone number
(917) 226-0565
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 85 |
| AUM (Assets Under Management) | $ 140,546,878 |
Red Flags
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