Antonio J. Tovar
AVIDIAN WEALTH SOLUTIONS
AUSTIN, TX 78759
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CRD#: 7145967
Professional summary
Antonio Jose Tovar, CFP® is a registered financial advisor currently at AVIDIAN WEALTH SOLUTIONS located in Austin, Texas.
Antonio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Antonio has worked at 3 firms and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
What are your service offerings?
Estate Planning
Comprehensive Financial Planni...
Tax Planning
Retirement Planning
Business Succession Planning
Insurance Planning
Education Planning
Employee and Employer Plan Ben...
Debt Management
Investment Planning
Divorce Planning
Do you have an area of expertise or specialization?
AUM
Cash Flow/Budgets/Credit Issue...
Charitable Giving
College/Education Planning
Corporate Executives
High Net Worth Client Needs
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Antonio Jose Tovar'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®
CFP®
Start date: 2022
Experience
Current
January 18, 2023 - Present
AVIDIAN WEALTH SOLUTIONS
Office #1: 4210 Spicewood Springs Rd Bldg E, Austin, TX 78759RIA
CRD#: 127186
AUSTIN, TX
Past
January 28, 2022 - October 9, 2023
DBA STONE WEALTH MANAGEMENT
RIA
CRD#: 132202
AUSTIN, TX
Past
November 1, 2019 - March 30, 2021
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Austin, 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".
AW
AVIDIAN WEALTH SOLUTIONS
AVIDIAN WEALTH ENTERPRISES, LLC | STREETTALK ADVISORS, L.L.C. | STA WEALTH MANAGEMENT, LLC | STA WEALTH MANAGEMENT | STA WEALTH ADVISORS LLC | AVIDIAN WEALTH SOLUTIONS, LLC | AVIDIAN WEALTH SOLUTIONS
CRD#: 127186 / SEC#: 801-64386
RIA
Registered Investment Advisory firm - (5/19/2005 Approved)Texas
Registered Investment Advisory firm - (6/2/2005 Terminated)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(1/18/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/1/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
AW
AVIDIAN WEALTH SOLUTIONS
AVIDIAN WEALTH ENTERPRISES, LLC | STREETTALK ADVISORS, L.L.C. | STA WEALTH MANAGEMENT, LLC | STA WEALTH MANAGEMENT | STA WEALTH ADVISORS LLC | AVIDIAN WEALTH SOLUTIONS, LLC | AVIDIAN WEALTH SOLUTIONS
CRD#: 127186 / SEC#: 801-64386
RIA
Registered Investment Advisory firm - (5/19/2005 Approved)Texas
Registered Investment Advisory firm - (6/2/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
800 Town & Country Blvd Ste 410 And Ste 220, Houston, TX 77024
Mailing Address
Phone number
(281) 822-8800
Established
Firm type
Fiscal year end
# of Employees
51
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,742 |
| AUM (Assets Under Management) | $ 3,994,927,750 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | ||
| 01/02/2025 | ||
| 09/27/2024 | ||
| 01/31/2024 | ||
| 01/29/2024 |
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.
