Chapin Davis Asset Management
45yrs
Top advisor by experience in Lutherville
7yrs
Alexander Roesner
Financial advisor at Black Diamond Financial
Based in Lutherville, Maryland, Alexander Roesner is a fiduciary financial advisor with 7 years of industry experience. Alexander has been with Black Diamond Financial since 2025; before that, Alexander spent three years at Merrill. Alexander holds the CFP® designation.
One of 179 advisors with offices in Lutherville, and one of 173 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office2330 West Joppa Road Suite 320, Lutherville, MD 21093
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$3.37 million
Advisors at the firm13
States licensed ?1 state
Services through Black Diamond Financial
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Dec 2025 – nowBlack Diamond Financial, LLCCurrent firm
- 2019 – 2022MerrillPreviously
Questions to ask Alexander
Tailored to Alexander’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Alexander
How do I contact Alexander?
Call Black Diamond Financial at 443-841-7772 and ask for Alexander Roesner. Alexander works from the Lutherville, MD office.
How long has Alexander been a financial advisor?
Alexander has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Alexander hold?
Series 66. Tap any license on this page to see what it allows.
Is Alexander a fiduciary?
Alexander is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alexander paid?
Black Diamond Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Alexander for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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