Ruth Gonzalez
Ruth Gonzalez is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Coral Gables, FL, with 29 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
355 Alhambra Cir, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Ruth is involved in several LLCs, including Anajor Properties, Rumjo LLC (business consulting), Davidana LLC (boat ownership), Hes Investment (biomedical waste disposal), and 1780 Properties LLC (rental building ownership). Her involvement in these LLCs generally requires minimal time commitment, primarily for check writing or future responsibilities.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 states
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