Robert Alonso

Employer firm

Third Eye Associates, Ltd CRD 149627

235 advisory clients

Reported services (Item 5G)

• Financial planning
• 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

• 07/2017 → 06/2021
  Jpmorgan Chase Bank, N.A.
  Kingston, NY
• 09/2019 → 06/2021
  J.P. Morgan Securities Llc.
  Kingston, NY
• 06/2017 → 05/2018
  Over The River Farm
  Rhinbeck, NY
• 02/2018 → 04/2018
  Emerson Resort & Spa
  Mt Tremper, NY
• 08/2015 → 06/2017
  New Paltz Bus Depot
  Kingston, NY
• 08/2015 → 05/2017
  Seeds Design
  Red Hook, NY
• 12/2021 → Present
  Third Eye Associates, Ltd.
  Red Hook, NY
• 06/2021 → Present
  Third Eye Associates, Ltd.
  Red Hook, NY

Other Businesses

1. ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: (SELF) POSITION: OWNER START DATE: 4/13/2020 ADDRESS: 450 Hurley, NY DETAILS: SELLING ITEMS ON EBAY. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 10 HOURS DURING TRADING: 0 2. ACTIVITY TYPE: INSURANCE AGENT NAME OF ENTITY: (SELF) POSITION: AGENT START DATE: 10/15/2020 ADDRESS: 450 Hurley, NY DETAILS: LIFE INSURANCE AGENT INVESTMENT RELATED: YES HOURS DEDICATED: 20 HOURS/YEAR HOURS DURING TRADING: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-16
• S63 Uniform Securities Agent State Law Examination
  2019-12-17

Other Names

• Robert Alonso
• Robert Tyler Alonso