Robert Alonso
Third Eye Associates · Red Hook, New York
Robert Alonso is a fee-only financial advisor at Third Eye Associates in Red Hook, New York. Robert charges a percentage of assets and focuses on sustainable & impact investing, small business owners and retirement planning.
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Specialties
Who they serve
- Retirees
- Mid-life transitions
Facts
| Firm | Third Eye Associates |
|---|---|
| Based in | Red Hook, New York |
| Fee model | Percentage of assets |
| SEC registration | Investment adviser representative in NJ, NY · CRD 7182718 |
| Exams passed | Series 63 (2019) · Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.thirdeyeassociates.com |
| Profile |
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Questions about Robert
Is Robert Alonso a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Third Eye Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert charges a percentage of assets.
Where is Robert Alonso based?
Robert Alonso is based in Red Hook, New York.
What does Robert specialize in?
Robert's specialties include sustainable & impact investing, small business owners, retirement planning, estate & legacy planning and tax planning. Robert works with retirees and mid-life transitions.
Is Robert Alonso registered with the SEC?
Yes. Robert Alonso is registered as an investment adviser representative in NJ and NY (CRD 7182718), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Robert Alonso?
Through Robert's website, www.thirdeyeassociates.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Third Eye Associates website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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