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Alexander Roesner

Black Diamond Financial, LLC

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About Alexander Roesner

Alexander Roesner is a financial advisor with Black Diamond Financial, LLC. Alexander has been in the industry since 2019 and holds the Series 66, Series 7TO and SIE licenses. Alexander specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Alexander is a Certified Financial Planner and has a background in banking. Alexander has experience working with high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.

Firm Information

Alexander Roesner is currently registered with Black Diamond Financial, LLC. Black Diamond Financial, LLC is an investment advisor based in Towson, MD. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They manage approximately $701.43 million in assets, primarily for high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth individuals.
Black Diamond Financial, LLC

305 WEST PENNSYLVANIA AVENUE

TOWSON, MD 21204

$701.43M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Roesner’s Registration & Firm History

MD

01/01/2025 - Present

Black Diamond Financial, LLC (TOWSON MD)

MD

09/10/2019 - 07/09/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOWSON MD)

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Licenses & Designations

BOTH

Issued 10/11/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/10/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/26/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Roesner.
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