Michael A. Alonzo
Professional summary
Michael Angelo Alonzo Jr, who also goes by Michael Alonzo, Michael Angelo Alonzo Jr, Michael Angelo Alonzo, is a registered financial advisor currently at ERNST & YOUNG INVESTMENT ADVISERS LLP located in Katy, Texas.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Michael has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Angelo Alonzo Jr's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 22, 2021 - Present
ERNST & YOUNG INVESTMENT ADVISERS LLP
April 9, 2020 - July 22, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
March 10, 2020 - April 13, 2020
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
ERNST & YOUNG INVESTMENT ADVISERS LLP
CRD#: 110921 / SEC#: 801-48596
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/8/2022)
Exams
Series 7TO
Date: 3/10/2020
General Securities Representative ExaminationCurrent Firm
ERNST & YOUNG INVESTMENT ADVISERS LLP
CRD#: 110921 / SEC#: 801-48596
Contact information
SEC notice filing (52 States and Territories)
Red Flags
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