Investment adviser representative · Alliance Advisory & Securities, LLC
Anthony R. Herreres
CRD 8043647 · Westlake Village, CA
At a glance
Anthony R. Herreres is an investment adviser representative with Alliance Advisory & Securities, LLC in Westlake Village, CA, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Alliance Advisory & Securities, LLCSince May 2026Westlake Village, CA · $687M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Anthony’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.