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DF

Dantonio Fowler

CONCEPTUM STRATEGIES
SAN ANTONIO, TX
Some features on this profile are disabled
CRD#: 6669090
DF

Professional summary

Dantonio Fowler, who also goes by Dantonio Monrae Fowler, Tony Monrae Fowler, is a registered financial advisor currently at CONCEPTUM STRATEGIES located in San Antonio, Texas.

Dantonio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Dantonio has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dantonio Monrae Fowler | Tony Monrae Fowler

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 Dantonio Fowler'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

February 5, 2026 - Present

CONCEPTUM STRATEGIES

RIA
CRD#: 338635
SAN ANTONIO, TX
Past

September 15, 2016 - December 31, 2018

PFS INVESTMENTS INC.

BD
CRD#: 10111
DES PLAINES, IL

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
(2/5/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/25/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/18/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/15/2016
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CS
CONCEPTUM STRATEGIES
CONCEPTUM STRATEGIES | CONCEPTUM STRATEGIES LLC

CRD#: 338635 / SEC#:

Texas
Registered Investment Advisory firm - (2/5/2026 Approved)
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Contact information

Main Address
San Antonio, TX
Mailing Address
14317 Potranco Rd. Ste 205-122, San Antonio, TX 78245
Phone number
(210) 901-9856
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

CONCEPTUM STRATEGIES

CRD#: 338635San Antonio, TX

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