Thomas Roberto Alonso
Investment adviser representative at Valley Wealth Managers, Inc.
11 yearsExperience
2 statesRegistered in
CFADesignation
$2.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Valley Wealth Managers, Inc.Aug 2023 to now
- Hallmark Capital ManagementSep 2022 to now
- RefinitivMay 2021 to Sep 2022
- UnemployedOct 2019 to May 2021
- Foresters FinancialOct 2017 to Oct 2019
- Prospect Capital CorpDec 2015 to Sep 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Valley Wealth Managers, Inc.
$2.7BAssets managed
969Clients
47Advisers
40 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
- 4169554
- Firm CRD
- 108879