Anthony Gonzalez
Anthony Gonzalez is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Miami, FL, with 48 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
701 Brickell Ave, Miami, FL, 33131
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 1995Customer Dispute
April 1995Customer Dispute
February 1995Customer Dispute
November 1994Other Business Activities
Anthony is a passive investor in 2020 Laguna LLC and a limited partner in Buchanan LLC and Willow LLC, all real estate related. He spends minimal time on these activities.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Bear, Stearns & CO.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations25 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.