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Antonio Guy Maillaro

Dunham

Reno, NV

San Diego, CA

San Diego, CA

CRD 7751571

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Employer firm

Dunham CRD 13162

$5.63B regulatory AUM 13,200 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Dunham

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-20
NV RA APPROVED 2025-11-20
  • CA RA
    APPROVED
    Since 2025-11-20
  • NV RA
    APPROVED
    Since 2025-11-20

Branch Locations

50 N. Sierra #201, Reno, NV 89501 • United States

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • UNITED STATES

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Palo Verde High School Las Vegas NV 08/2014 05/2022
University Of Nevada Reno Reno NV 08/2020 05/2024
Dunham & Associates Investment Counsel, Inc. San Diego CA 05/2024 07/2026
Ubs Financial Services Las Vegas NV 05/2023 08/2023
Dunham & Associates Investment Counsel, Inc. San Diego CA 07/2026 Present
  • 08/2014 → 05/2022
    Palo Verde High School
    Las Vegas, NV
  • 08/2020 → 05/2024
    University Of Nevada Reno
    Reno, NV
  • 05/2024 → 07/2026
    Dunham & Associates Investment Counsel, Inc.
    San Diego, CA
  • 05/2023 → 08/2023
    Ubs Financial Services
    Las Vegas, NV
  • 07/2026 → Present
    Dunham & Associates Investment Counsel, Inc.
    San Diego, CA
Other Businesses

The following is considered an investment related activity: 1) Trust Investment Associate (05/2024 to Present) for Dunham Trust company ("DTC"). DTC offers trustee, investment management, and custodial services for personal trust accounts, employee benefit accounts, custody, and third-party agency accounts. Mr. Maillaro is responsible for assisting in the due diligence, establishment, and review of investments on behalf of clients for DTC. Mr. Maillaro also participates in the investment committee. He spends approximately 75% of his time acting in these capacities. DTC is located at 50 N. SIERRA STREET #201, RENO, NV. 89501.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-19
  • S66 Uniform Combined State Law Examination
    2025-11-19
Other Names
  • Antonio Maillaro

View on SEC IAPD

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