Sarah Villalobos has been an investment adviser representative at Alongside since July 2026, and is not listed among the firm’s executive officers or direct owners.
Alongside, LLC is an Austin, TX firm with $879M under management, 2,122 clients and 3 advisers across 7 offices, as of its June 2026 filing.
Sarah Villalobos’ longest registration was 18 years at Charles Schwab & Co., Inc. (2004–2022). Before joining Alongside in 2026, Sarah Villalobos was registered through Commonwealth Financial Network and Charles Schwab & Co., Inc.
- Alongside, LLCCurrent– present · under a yearCastle Rock, CO · Adviser representative · Firm CRD 333587
- Commonwealth Financial Network– · 3 yearsCastle Rock, CO · Adviser representative · Firm CRD 8032
- Charles Schwab & Co., Inc.– · 18 yearsLone Tree, CO · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Sarah Villalobos is registered as an investment adviser representative in 2 states. Each was approved in July 2026.
- ColoradoSince 1 July 2026
- TexasSince 1 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 May 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 September 2000 |
| Series 7 | General Securities Representative Examination | 9 August 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Sarah Estrella Villalobos
- CRD
- 4195829
- Firm
- Alongside · CRD 333587
- Office
- 509 Wilcox St, Ste 202, Castle Rock, CO 80104
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Sarah Villalobos work?
Sarah Villalobos is an investment adviser representative registered through Alongside, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Sarah Villalobos a financial advisor?
Yes. Sarah Villalobos has a current investment-adviser registration in Colorado and Texas, through Alongside since July 2026.
How many years of experience does Sarah Villalobos have?
Sarah Villalobos has 26 years in the financial industry, since August 2000, across 3 adviser firms.
What exams has Sarah Villalobos passed?
Sarah Villalobos has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in August 2000. FINRA credited Sarah Villalobos with the SIE, which began in October 2018.
Where did Sarah Villalobos work before Alongside?
Before Alongside, Sarah Villalobos was registered through Commonwealth Financial Network, November 2022 to July 2026; Charles Schwab & Co., Inc., May 2004 to December 2022.
Where is Sarah Villalobos based?
Sarah Villalobos’ registered office is in Castle Rock, CO.
Is Sarah Villalobos registered with FINRA?
Yes. Sarah Villalobos has a current broker registration, under CRD 4195829.
Source: FINRA BrokerCheck
How can I verify Sarah Villalobos’ record?
Search CRD 4195829 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Sarah Villalobos’ full registration record.