Sarah E. Villalobos

ALONGSIDE

Castle Rock, CO 80104

CRD#: 4195829

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Professional summary

Sarah Estrella Villalobos, CFP®, who also goes by Sarah E VIllalobos, is a registered financial advisor currently at ALONGSIDE, LLC located in Castle Rock, Colorado and OAKWOOD CAPITAL SECURITIES, INC. located in Fort Myers, Florida.

Sarah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Sarah has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sarah E Villalobos

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 Sarah Estrella Villalobos'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

July 1, 2026 - Present

ALONGSIDE, LLC

Office #1: 509 Wilcox St Ste 202, Castle Rock, CO 80104

RIA

CRD#: 333587

Castle Rock, CO

Current

July 1, 2026 - Present

OAKWOOD CAPITAL SECURITIES, INC.

Office #1: 15701 S Tamiami Trail Suite 300, Fort Myers, FL 33908

CRD#: 21000

FORT MYERS, FL

Past

November 25, 2022 - July 1, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Castle Rock, CO

Past

November 25, 2022 - July 1, 2026

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Castle Rock, CO

Past

May 27, 2004 - December 8, 2022

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Lone Tree, CO

Past

August 10, 2000 - December 8, 2022

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Lone Tree, CO

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".

ALONGSIDE, LLC

ABIDING WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | ALONGSIDE, LLC

CRD#: 333587 / SEC#: 801-131682

RIA

Registered Investment Advisory firm - (1/15/2025 Approved)

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.

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

California
(7/1/2026)

Colorado
(7/1/2026)

IAR

Colorado
(7/1/2026)

New York
(7/1/2026)

Texas
(7/1/2026)

IAR

Texas
(7/1/2026)

Virginia
(7/1/2026)

Wyoming
(7/1/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/17/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/5/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/9/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ALONGSIDE, LLC

ABIDING WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | ALONGSIDE, LLC

CRD#: 333587 / SEC#: 801-131682

RIA

Registered Investment Advisory firm - (1/15/2025 Approved)

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Contact information

Main Address

3711 S Mopac Expy Suite 150, Austin, TX 78746

Mailing Address

Phone number

(214) 563-1190

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALONGSIDE, LLC ADV PART 2A (5/28/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Sarah E. Villalobos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Estrella Villalobos's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAKWOOD CAPITAL SECURITIES, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

ALONGSIDE, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/17/2004

Series 63

Date: 9/5/2000

SIE

Date: 10/1/2018

Series 7

Date: 8/9/2000

FINRA

Current Firm

ALONGSIDE, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ALONGSIDE, LLC

TRUST BUT VERIFY

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