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AV

Antonio L. Valiengo

NFSG
Boca Raton, FL 33432
Some features on this profile are disabled
CRD#: 3111199
AV

Professional summary


Antonio Luis Lane Valiengo, who also goes by Antonio Lane Valiengo, Antonio Valiengo, is a registered financial advisor currently at NFSG CORPORATION located in Boca Raton, Florida and NEWBRIDGE SECURITIES CORPORATION located in Boca Raton, Florida.

Antonio is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Antonio has worked at 12 firms and has passed the Series 66, Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Antonio Lane Valiengo | Antonio Valiengo

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) - RIA


Click below to view Antonio Luis Lane Valiengo's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

September 18, 2025 - Present

NFSG CORPORATION

Office #1: 1200 North Federal Highway Suite 400, Boca Raton, FL 33432
RIA
CRD#: 130814
Boca Raton, FL
Current

September 15, 2025 - Present

NEWBRIDGE SECURITIES CORPORATION

Office #1: 1200 North Federal Highway Suite 400, Boca Raton, FL 33432
BD
CRD#: 104065
Boca Raton, FL
Past

February 29, 2024 - August 1, 2025

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
ROCKVILLE, MD
Past

September 30, 2022 - August 1, 2025

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
PASADENA, CA
Past

September 30, 2022 - August 1, 2025

SORRENTO PACIFIC FINANCIAL, LLC

BD
CRD#: 127787
SAN DIEGO, CA
Past

September 30, 2022 - August 1, 2025

SCF SECURITIES, INC.

BD
CRD#: 47275
SAN DIEGO, CA
Past

September 30, 2022 - August 1, 2025

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
HOUSTON, TX
Past

September 30, 2022 - August 1, 2025

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

October 11, 2021 - August 1, 2025

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
Boco Raton, FL
Past

November 5, 2007 - August 1, 2025

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
SAN DIEGO, CA
Past

March 13, 2007 - November 12, 2007

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
SAN DIEGO, CA
Past

March 15, 2002 - May 20, 2005

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

February 16, 2000 - February 20, 2002

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

September 3, 1998 - February 10, 2000

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NC
NFSG CORPORATION
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | NFSG CORPORATION | NEWBRIDGE FINANCIAL SERVICES, INC.

CRD#: 130814 / SEC#: 801-68448

RIA
Registered Investment Advisory firm - (11/6/2007 Approved)
Arizona
Registered Investment Advisory firm - (11/8/2007 Terminated)
California
Registered Investment Advisory firm - (11/8/2007 Terminated)
Connecticut
Registered Investment Advisory firm - (11/8/2007 Terminated)
Florida
Registered Investment Advisory firm - (12/12/2007 Terminated)
Illinois
Registered Investment Advisory firm - (11/6/2007 Terminated)
Indiana
Registered Investment Advisory firm - (11/8/2007 Terminated)
Nevada
Registered Investment Advisory firm - (12/17/2007 Terminated)
New Jersey
Registered Investment Advisory firm - (11/14/2007 Terminated)
North Carolina
Registered Investment Advisory firm - (11/8/2007 Terminated)
Pennsylvania
Registered Investment Advisory firm - (11/13/2007 Terminated)
Tennessee
Registered Investment Advisory firm - (12/8/2007 Terminated)
Texas
Registered Investment Advisory firm - (11/8/2007 Terminated)
Virginia
Registered Investment Advisory firm - (11/8/2007 Terminated)

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(9/15/2025)
IAR
Florida
(9/18/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/9/2021
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/10/2008
General Securities Principal Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


NC
NFSG CORPORATION
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | NFSG CORPORATION | NEWBRIDGE FINANCIAL SERVICES, INC.

CRD#: 130814 / SEC#: 801-68448

RIA
Registered Investment Advisory firm - (11/6/2007 Approved)
Arizona
Registered Investment Advisory firm - (11/8/2007 Terminated)
California
Registered Investment Advisory firm - (11/8/2007 Terminated)
Connecticut
Registered Investment Advisory firm - (11/8/2007 Terminated)
Florida
Registered Investment Advisory firm - (12/12/2007 Terminated)
Illinois
Registered Investment Advisory firm - (11/6/2007 Terminated)
Indiana
Registered Investment Advisory firm - (11/8/2007 Terminated)
Nevada
Registered Investment Advisory firm - (12/17/2007 Terminated)
New Jersey
Registered Investment Advisory firm - (11/14/2007 Terminated)
North Carolina
Registered Investment Advisory firm - (11/8/2007 Terminated)
Pennsylvania
Registered Investment Advisory firm - (11/13/2007 Terminated)
Tennessee
Registered Investment Advisory firm - (12/8/2007 Terminated)
Texas
Registered Investment Advisory firm - (11/8/2007 Terminated)
Virginia
Registered Investment Advisory firm - (11/8/2007 Terminated)
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Contact information


Main Address
1200 North Federal Highway Suite 400, Boca Raton, FL 33432
Mailing Address
Phone number
(954) 334-3450
Established
Firm type
Fiscal year end
# of Employees
89

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (4/30/2025)

Regulatory assets under management


Total Number of Accounts3,587
AUM (Assets Under Management)$ 813,494,847

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


NFSG CORPORATION

CRD#: 130814Boca Raton, FL 33432

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