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Adrian Marcelo Gonzalez Villarreal

Investment Adviser Representative at ALTERNA WEALTH MANAGEMENT, INC.

Houston, TXCRD #4706016Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
8 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Adrian Marcelo Gonzalez Villarreal has worked in the securities industry since 2012. They are registered to provide investment advisory services in California, Florida, Illinois, Nevada, New York, Pennsylvania, South Dakota, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 8 states
CaliforniaFloridaIllinoisNevadaNew YorkPennsylvaniaSouth DakotaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/14/2011
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/20/2011

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Alterna Wealth Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ALTERNA WEALTH MANAGEMENT, INC.Current
5/21/2021Houston, TX
MORGAN STANLEY
3/31/20155/6/2019Houston, TX
BBVA WEALTH SOLUTIONS INC.
10/20/20113/31/2015Houston, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adrian Marcelo Gonzalez Villarreal has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Adrian Marcelo Gonzalez Villarreal - Financial Advisor in Houston, TX | AdvisorFinder