Thomas
Alonso
Hallmark Capital Management Inc
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About this Advisor
Thomas Alonso is a chartered financial analyst operating in Paramus, New Jersey who has 1 year of relevant experience. Alonso works at Hallmark Capital Management Inc. Their career trajectory has included roles at Hallmark Capital Management, Refinitiv, Prospect Capital Corp, Foresters Financial and Macquarie Capital (Usa) Inc. Alonso has a Series 63 license, certifying them as a securities representative, and is approved to advise clients in Florida, New Jersey and New York. Hallmark Capital Management Inc is a registered investment company that has its headquarters in Paramus, NJ. It has offices in four locations and a total of 16 employees. It manages $2 billion in assets under management among its 1,623 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 12 charitable organizations. Of its 1,623 client accounts, 55% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees largely depend on which services the firm provides the client. However, fees charged by Hallmark Capital Management Inc likely consist of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hallmark Capital Management Inc Brokerage Details
$1,836,175,295
16
1,623
$1,131,346
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Thomas Alonso Work History
Thomas has been registered as a financial advisor for 1 years.*
Hallmark Capital Management
Refinitiv
Foresters Financial
Prospect Capital Corp
Macquarie Capital (Usa) Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Alonso to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hallmark Capital Management Inc
Paramus, NJ
Paramus, NJ
Tampa, FL
Jericho, NY
Paramus, NJ
Paramus, NJ
Paramus, NJ
Paramus, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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