Antonio Vilallonga
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Antonio Vilallonga, CFP®, who also goes by Antonio VIlallogna, Tony Vilallogna, Tony Vilallonga, was a registered financial professional .
Antonio is a previously registered financial professional and started their career in finance in 1997. Antonio had worked at 9 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2009
Experience
September 30, 2022 - April 24, 2025
VILALLONGA & ASSOCIATES
November 14, 2013 - January 2, 2014
USAA FINANCIAL ADVISORS, INC.
October 23, 2013 - January 2, 2014
USAA FINANCIAL PLANNING SERVICES
August 21, 2003 - September 11, 2013
MISSIONSQUARE RETIREMENT
September 11, 2002 - September 11, 2013
MISSIONSQUARE INVESTMENT SERVICES
June 7, 2000 - September 17, 2002
VALIC FINANCIAL ADVISORS, INC.
June 7, 2000 - December 31, 2001
THE VARIABLE ANNUITY MARKETING COMPANY
June 7, 2000 - September 17, 2002
VALIC FINANCIAL ADVISORS, INC.
November 16, 1998 - May 30, 2000
MISSIONSQUARE INVESTMENT SERVICES
August 14, 1998 - December 8, 1998
FIRST UNION BROKERAGE SERVICES, INC.
June 12, 1997 - June 30, 1998
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
VILALLONGA & ASSOCIATES
CRD#: 317879 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 500,000 |
Red Flags
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