Alonso Valenzuela Del Rio
Professional summary
Alonso Valenzuela Del Rio, who also goes by Alonso Valenzuela, is a registered financial advisor currently at SUMMA CORP. located in Tomball, Texas.
Alonso is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Alonso has worked at 4 firms and has passed the Series 66, Series 65, Series 63, Series 57TO, SIE, Series 3, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alonso Valenzuela Del Rio's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 4, 2026 - Present
SUMMA CORP.
Office #1: 25219 Kuykendahl Rd Suite 260, Tomball, TX 77375August 21, 2009 - December 3, 2025
GOLDMAN SACHS & CO. LLC
March 20, 2008 - August 20, 2009
UBS INTERNATIONAL INC.
November 23, 2005 - March 11, 2008
NAFINSA SECURITIES, INC.
Primary Firm SEC Registration
SUMMA CORP.
CRD#: 113091 / SEC#: 801-107935
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/4/2026)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamCurrent Firm
SUMMA CORP.
CRD#: 113091 / SEC#: 801-107935
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 66 |
| AUM (Assets Under Management) | $ 458,891,810 |
Red Flags
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Company Information
SUMMA CORP.
CRD#: 113091Tomball, TX 77375TRUST BUT VERIFY
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