Thomas Roberto Alonso

Employer firm

Valley Wealth Managers, Inc. CRD 108879

$2.69B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2022 → Present
  Hallmark Capital Management
  Wayne, NJ
• 10/2019 → 05/2021
  Unemployed
  Massapequa, NY
• 10/2017 → 10/2019
  Foresters Financial
  New York, NY
• 05/2021 → 09/2022
  Refinitiv
  New York, NY
• 12/2015 → 09/2017
  Prospect Capital Corp
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-11-17

Designations

• Chartered Financial Analyst