Alvaro Gonzalez
Alvaro Gonzalez is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Mcallen, TX, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
200 S 10th St, Mcallen, TX, 78501
Get directionsHistory
Regulatory History (5)
Customer Dispute
April 2010Customer Dispute
February 2002Customer Dispute
November 2001Customer Dispute
March 2001Customer Dispute
September 1995Other Business Activities
Alvaro is a 51% owner of Brownsville SB Limited, advises the UTPA College of Business Administration, and is a director/board member for RGV Educational Broadcasting Corp. He also serves on the financial board advisory committee for Our Lady of Sorrows Church, is a general partner for Gonzalez Farm, an officer for Gonzalez DLS Management Company, and a general partner for McAllen SB LP and Laredo Hix LP, dedicating varying amounts of time to these activities.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.