Carlo Adriano Zambernardi
Investment Adviser Representative at Alterna Wealth Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Carlo Adriano Zambernardi is an investment adviser representative with Alterna Wealth Management, Inc. in Houston, TX, where they have been registered since 2025. They have worked in the securities industry since 2024. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Hyatt CentricSep 2018 – Jan 2019The Woodlands, TX
- SIA Truck InsuranceJan 2019 – Apr 2019The Woodlands, TX
- Alterna Securities, Inc.Jan 2024 – no end date reportedHouston, TX
- University of TexasJun 2019 – Jun 2023Dallas, TX
- Lonestar CollegeJan 2016 – Jan 2019The Woodlands, TX
- UberJan 2021 – Jan 2022Dallas, TX
- UnemployedJul 2023 – Dec 2023Dallas, TX
- Alterna Wealth Management, Inc.Jun 2024 – no end date reportedHouston, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Alterna Wealth Management, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $250,000 (waivable)
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Asset management and personalized financial planning; investment advisor representatives implement appropriate personalized financial plans for all clients' assets regardless of where those assets are held.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 30
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Houston, TX
- SEC file number:
- 801-71135
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 23, 2026
View full firm profileOther advisors at Alterna Wealth Management, Inc.
Showing 12 of 30 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Carlo Adriano Zambernardi 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.
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