Adrian Marcelo Gonzalez Villarreal

Employer firm

Alterna Wealth Management, Inc. CRD 146153

$1.40B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 05/2019
  Morgan Stanley
  Houston, TX
• 05/2015 → 05/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 05/2019 → 12/2020
  Efm Capital
  Monterrey
• 12/2020 → Present
  Actinver Wealth
  Houston, TX
• 12/2020 → Present
  Actinver Securities
  Houston, TX

Previous Registrations

• 2015-03-31 → 2019-05-06
  Morgan Stanley
  Houston, TX
• 2011-10-20 → 2015-03-31
  Pnc Managed Account Solutions, Inc.
  Houston, TX
  Houston, TX

Other Businesses

1.Skin care International Distributors, LLC; Investment related Yes; EDINBURG, TX; Skin care products; Business Consultant (proprietor, partner, officer, director, employee, trustee, agent); May 2018; During business hours: 0; After business hours: 2 (Closing the business) 2. Entity Name: Alterna Insurance Address: 2800 Post Oak Blvd Ste 6300, Houston, TX 77056 Nature of Business: Independent insurance sales of fixed life insurance products. Investment Related: Yes Position/Title: Insurance Agent / Producer Start Date: 10/08/2025 Approximate Hours Per Month: 16 Hours During Securities Trading Hours: 4 Duties/Responsibilities: Selling fixed life insurance policies. Responsible for client needs analysis, policy illustrations, application processing, and policy delivery.

Exams

• S66 Uniform Combined State Law Examination
  2011-10-14

Other Names

• Adrian Marcelo Gonzalez