Adrian Marcelo Gonzalez villarreal
Investment adviser representative at Alterna Wealth Management, Inc.
11 yearsExperience
6 statesRegistered in
$1.4BFirm assets
16 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Alterna Wealth Management, Inc.May 2021 to now
- Actinver SecuritiesDec 2020 to now
- Actinver WealthDec 2020 to now
- Efm CapitalMay 2019 to Dec 2020
- Morgan Stanley Private Bank, National AssociationMay 2015 to May 2019
- Morgan StanleyMar 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 6 states (CA, FL, NV, NY, SD, TX).
Alterna Wealth Management, Inc.
$1.4BAssets managed
1,316Clients
29Advisers
16 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
- 4706016
- Firm CRD
- 146153