AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AA

Arthur A. Alonzo

Some features on this profile are disabled
CRD#: 2090475
AA

Professional summary


Arthur Andrew Alonzo III was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Arthur is a previously registered financial professional and started their career in finance in 1991. Prior to being barred, Arthur had worked at 6 firms, which includes D.L. CROMWELL INVESTMENTS INC., COLIN WINTHROP & CO. INC., HANOVER STERLING & COMPANY LTD., CORTLANDT CAPITAL CORPORATION, BARRETT DAY SECURITIES INC., GKN SECURITIES CORP..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Arthur Andrew Alonzo

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 2, 1995 - March 19, 1997

D.L. CROMWELL INVESTMENTS, INC.

BD
CRD#: 37730
BOCA RATON, FL
Past

May 26, 1995 - November 10, 1995

COLIN WINTHROP & CO., INC.

BD
CRD#: 26012
JERICHO, NY
Past

July 20, 1994 - June 12, 1995

HANOVER, STERLING & COMPANY LTD.

BD
CRD#: 15491
NEW YORK, NY
Past

January 4, 1994 - June 21, 1994

CORTLANDT CAPITAL CORPORATION

BD
CRD#: 25152
NEW YORK CITY, NY
Past

April 8, 1993 - November 12, 1993

BARRETT DAY SECURITIES, INC.

BD
CRD#: 17717
NEW YORK, NY
Past

February 19, 1993 - March 25, 1993

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

December 13, 1991 - March 2, 1993

CORTLANDT CAPITAL CORPORATION

BD
CRD#: 25152
NEW YORK CITY, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/23/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


DC
D.L. CROMWELL INVESTMENTS, INC.
D.L. CROMWELL INVESTMENTS, INC.

CRD#: 37730 / SEC#: , 8-47938

BD
Cancelled by SEC on 10/09/2003
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 12/05/1994
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
D.L. CROMWELL & CO., LLCSHAREHOLDER
BEIRNE, LLOYD SYLVESTER MARTINMUNI PRINCIPAL/CCO/PRESIDENT/FINOP1982417
DAVIDSON, DAVID STEWARTCHAIRMAN1212799
GREENWALD, MATTHEWSROP/CROP229262

Disclosures


Regulatory Event11
Arbitration6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


D.L. CROMWELL INVESTMENTS, INC.

CRD#: 37730

TRUST BUT VERIFY

Monitor Arthur Alonzo

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics