Craig Blackwell is a CFA-designated registered investment advisor, based in Lexington, MA, with 10 years of industry experience.
Location
Lexington, MA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig is the Head of Research & IAR at Altar Rock LLC, leading research and operations for this RIA/Insurance business. This takes about half of his time.
Employment History
Current Registrations
The Leaders Group, INC.
March 2025 - Present · 1 yr 2 mos
The Leaders Group, INC.Broker
March 2025 - Present · 1 yr 2 mos
Altar Rock
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Compound Advisers, INC.
May 2023 - June 2023 · 1 mo
Fidelity Institutional Wealth Adviser LLC
September 2020 - April 2023 · 2 yrs 7 mos
Fidelity Distributors Company LLCBroker
September 2014 - April 2023 · 8 yrs 7 mos
State Registrations3 states
MANJNY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.