John J. Rizzo

ALAMO ADVISORS, LP

San Antonio, TX 78231

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CRD#: 5367579

Professional summary

John Joseph Rizzo JR., CFP®, who also goes by John J. Rizzo Jr., John Rizzo Cpa, is a registered financial advisor currently at ALAMO ADVISORS, LP located in San Antonio, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. John has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John J. Rizzo Jr. | John Rizzo Cpa

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 John Joseph Rizzo JR.'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

Experience

Current

June 21, 2007 - Present

ALAMO ADVISORS, LP

Office #1: 4114 Pond Hill Suite 201, San Antonio, TX 78231

RIA

CRD#: 122290

San Antonio, TX

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".

ALAMO ADVISORS, LP

ALAMO ADVISORS, L.P. | ALAMO ADVISORS, LP

CRD#: 122290 / SEC#: 801-79870

RIA

Registered Investment Advisory firm - (7/14/2014 Approved)

Texas

Registered Investment Advisory firm - (7/22/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Texas
(6/21/2007)

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.

Exams

Current Firm

ALAMO ADVISORS, LP

ALAMO ADVISORS, L.P. | ALAMO ADVISORS, LP

CRD#: 122290 / SEC#: 801-79870

RIA

Registered Investment Advisory firm - (7/14/2014 Approved)

Texas

Registered Investment Advisory firm - (7/22/2014 Terminated)

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Contact information

Main Address

4114 Pond Hill Suite 201, San Antonio, TX 78231

Mailing Address

Phone number

(210) 404-2211

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALAMO PART 2A & PART 2B BROCHURE SUPPLEMENTS (3/14/2025)

Regulatory assets under management

Total Number of Accounts	218
AUM (Assets Under Management)	$ 3,782,699,738

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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John J. Rizzo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Rizzo JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

ALAMO ADVISORS, LP

Primary Firm SEC Registration

ALAMO ADVISORS, LP

State Registrations and Notice Filings

Exams

Current Firm

ALAMO ADVISORS, LP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALAMO ADVISORS, LP

TRUST BUT VERIFY

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