Adviser and broker representative · Alterna Wealth Management, Inc.
Roberto Cano
CRD 7536747 · San Antonio, TX
At a glance
Roberto Cano is an investment adviser representative with Alterna Wealth Management, Inc. in San Antonio, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Roberto’s SEC record dates to 2023, about 3 years ago. Roberto is also registered as a broker representative.
Current advisory firm
- Alterna Wealth Management, Inc.Since June 2023San Antonio, TX · $1.4B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 4 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Roberto’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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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 and FINRA BrokerCheck.
More at Alterna Wealth Management, Inc.
- Juan P. Andrade FrichSan Antonio
- Antun Domit IIISan Antonio
- Rosario F. FloresSan Antonio
- Patricio GomezSan Antonio
- Kurt L. JostenSan Antonio
- Eugenio G. CanalesHouston
- Jose Maria Celorio AlvarezHouston
- Raul Chapa UgaldeHouston
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