Roberto Cano
Investment adviser representative at Alterna Wealth Management, Inc.
11 yearsExperience
4 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.Jun 2023 to now
- Alterna SecuritiesApr 2022 to now
- Ernst & YoungMar 2020 to Apr 2022
- UnemployedSep 2019 to Mar 2020
- University of Texas At San AntonioAug 2015 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, GA, 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
- 7536747
- Firm CRD
- 146153