Adilene Calixtro

SONOMA ALLOCATIONS

SANTA ROSA, CA 95404

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CRD#: 6830755

Professional summary

Adilene Calixtro, AIF®, who also goes by Adi Calixtro, is a registered financial advisor currently at SONOMA ALLOCATIONS located in Santa Rosa, California.

Adilene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Adilene has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adi Calixtro

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) Fixed Insurance; non-investment related; Santa Rosa, California; Fixed Insurance Sales; non-producing license holder; 04/2018; 0% during business hours; non-producing license holder.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adilene Calixtro'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

August 21, 2025 - Present

SONOMA ALLOCATIONS

Office #1: 50 Old Courthouse Square Suite 300, Santa Rosa, CA 95404

RIA

CRD#: 335435

SANTA ROSA, CA

Past

October 3, 2023 - January 31, 2025

DIVERSIFY ADVISORY SERVICES, LLC

RIA

CRD#: 326060

Santa Rosa, CA

Past

March 1, 2023 - December 31, 2023

DFPG INVESTMENTS, LLC

RIA

CRD#: 155576

SANTA ROSA, CA

Past

September 4, 2022 - January 31, 2025

DFPG INVESTMENTS, LLC

CRD#: 155576

SANTA ROSA, CA

Past

February 18, 2021 - July 13, 2022

FERMATA ADVISORS

RIA

CRD#: 305614

SONOMA, CA

Past

January 15, 2019 - February 19, 2021

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

ROHNERT PARK, CA

Past

February 27, 2018 - February 19, 2021

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

ROHNERT PARK, CA

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".

SONOMA ALLOCATIONS

SONOMA ALLOCATIONS | SONOMA FAMILY WEALTH | SONOMA ALLOCATIONS, LLC | SONOMA ALLOCATIONS LLC

CRD#: 335435 / SEC#: 801-132529

RIA

Registered Investment Advisory firm - (4/24/2025 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.

Highlighted states indicate IAR registrations

IAR

California
(8/21/2025)

IAR

Texas
(8/21/2025)

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 66

Date: 1/15/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/10/2018

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: 2/27/2018

General Securities Representative Examination

Current Firm

SONOMA ALLOCATIONS

SONOMA ALLOCATIONS | SONOMA FAMILY WEALTH | SONOMA ALLOCATIONS, LLC | SONOMA ALLOCATIONS LLC

CRD#: 335435 / SEC#: 801-132529

RIA

Registered Investment Advisory firm - (4/24/2025 Approved)

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Contact information

Main Address

50 Old Courthouse Square Suite 300, Santa Rosa, CA 95404

Mailing Address

Phone number

(707) 490-8842

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - SONOMA ALLOCATIONS LLC (8/21/2025)

Regulatory assets under management

Total Number of Accounts	815
AUM (Assets Under Management)	$ 308,000,000

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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Adilene Calixtro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adilene Calixtro's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIVERSIFY ADVISORY SERVICES, LLC

DFPG INVESTMENTS, LLC

DFPG INVESTMENTS, LLC

FERMATA ADVISORS

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

Primary Firm SEC Registration

SONOMA ALLOCATIONS

State Registrations and Notice Filings

Exams

Series 66

Date: 1/15/2019

Series 63

Date: 3/10/2018

SIE

Date: 10/1/2018

Series 7

Date: 2/27/2018

Current Firm

SONOMA ALLOCATIONS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SONOMA ALLOCATIONS

TRUST BUT VERIFY

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