Anthony J. Colunga

ATTEND WEALTH

ATLANTA, GA 30309

Some features on this profile are disabled

CRD#: 6430798

Professional summary

Anthony J Colunga, who also goes by Anthony J Colunga, Anthony Joe Colunga Jr., Anthony Colunga, is a registered financial advisor currently at ATTEND WEALTH located in Atlanta, Georgia.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Anthony has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anthony J Colunga | Anthony Joe Colunga Jr. | Anthony Colunga

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.

1. Colunga & Co., Start Date: 1/1/2022, Address: 1201 Tabor St., Houston, TX 77009, 0 hours per month; 0 during securities trading hours, Not investment related, No annual compensation,

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony J Colunga's 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

April 16, 2025 - Present

ATTEND WEALTH

Office #1: 999 Peachtree #418, Atlanta, GA 30309

RIA

CRD#: 335194

ATLANTA, GA

Past

June 21, 2023 - April 30, 2025

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

AUSTIN, TX

Past

June 20, 2023 - April 30, 2025

PARK AVENUE SECURITIES LLC

CRD#: 46173

AUSTIN, TX

Past

May 27, 2020 - May 9, 2023

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

HOUSTON, TX

Past

April 30, 2020 - May 9, 2023

MML INVESTORS SERVICES, LLC

CRD#: 10409

HOUSTON, TX

Past

September 25, 2018 - September 16, 2019

MORGAN STANLEY

RIA

CRD#: 149777

PHILADELPHIA, PA

Past

August 27, 2018 - September 16, 2019

MORGAN STANLEY

CRD#: 149777

PHILADELPHIA, PA

Past

March 16, 2015 - June 25, 2018

BBVA SECURITIES INC.

CRD#: 27060

HOUSTON, TX

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

Georgia
(4/16/2025)

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

State Security Law Exam

IAR

Series 65

Date: 9/21/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/22/2015

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: 5/7/2018

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/11/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ATTEND WEALTH

ATTEND WEALTH | ATTEND WEALTH INC.

CRD#: 335194 / SEC#:

Georgia

Registered Investment Advisory firm - (4/16/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

999 Peachtree #418, Atlanta, GA 30309

Mailing Address

Phone number

(281) 541-4808

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Robert Busby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Atlanta, GA

Tyrane Perry

J.P. MORGAN SECURITIES LLC

IAR

Atlanta, GA

Kermit Cottrell

STATE FARM VP MANAGEMENT CORP.

Dunwoody, GA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Anthony J. Colunga

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony J Colunga's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

BBVA SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/21/2018

Series 63

Date: 12/22/2015

SIE

Date: 10/1/2018

Series 7

Date: 5/7/2018

Series 6

Date: 3/11/2015

Current Firm

ATTEND WEALTH

Contact information

Documents

Red Flags

Company Information

ATTEND WEALTH

TRUST BUT VERIFY

Similar Advisors