Alec Calvillo has been an investment adviser representative at Panteles Advisors since March 2025, and is not listed among the firm’s executive officers or direct owners.
Panteles Advisors, LLC is an Argyle, TX firm with $108M under management, 39 clients and 4 advisers in one office, as of its September 2026 filing.
Investment adviser representative registrations
Alec Calvillo is registered as an investment adviser representative in Texas, since March 2025.
- TexasSince 19 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 January 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alec Michael Calvillo
- CRD
- 8040639
- Firm
- Panteles Advisors · CRD 322676
- Office
- 415 US 377, SUITE 110, Argyle, TX 76226
- Registration
- Investment adviser registration
- In the industry since
- March 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Alec Calvillo work?
Alec Calvillo is an investment adviser representative registered through Panteles Advisors, LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Alec Calvillo a financial advisor?
Yes. Alec Calvillo has a current investment-adviser registration in Texas, through Panteles Advisors since March 2025.
How many years of experience does Alec Calvillo have?
Alec Calvillo has 1 year in the financial industry, since March 2025, across 1 adviser firm.
What exams has Alec Calvillo passed?
Alec Calvillo passed the Series 65 in January 2025.
Where is Alec Calvillo based?
Alec Calvillo’s registered office is in Argyle, TX.
Is Alec Calvillo registered with FINRA?
No. Alec Calvillo has no current broker registration.
How can I verify Alec Calvillo’s record?
Search CRD 8040639 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alec Calvillo’s full registration record.