Antonio Villanueva Rios
Investment adviser representative at Whalen Financial
14 yearsExperience
1 stateRegistered in
$223MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Whalen FinancialJan 2026 to now
- Purshe Kaplan Sterling InvestmentsJul 2024 to now
- Whalen Wealth Management Inc. dba Whalen FinancialJul 2024 to now
- UnemployedJul 2023 to Jun 2024
- Fidelity InvestmentsMay 2022 to Jun 2023
- UnemployedSep 2021 to May 2022
- Lincoln Financial ServicesAug 2021 to Aug 2021
- UnemployedDec 2020 to Jul 2021
- RBC Capital Markets, LLC.May 2019 to Dec 2020
- Morgan Stanley Smith Barney LLCOct 2017 to May 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Sep 2017
- Wells Fargo Advisors, LLCFeb 2012 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NV).
Whalen Financial
Legal name: Whalen Wealth Management Inc.
$223MAssets managed
400Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1457522
- Firm CRD
- 311869