Alletta Gonzalez is a registered investment advisor at Morgan Stanley, based in Beavercreek, OH, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
4380 Buckeye Lane, Suite 200, Beavercreek, OH, 45440
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Regulatory History
Clean regulatory record
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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
June 2007 - June 2009 · 2 yrs
Morgan Stanley & CO. IncorporatedBroker
June 2007 - June 2009 · 2 yrs
Citigroup Global Markets INC.
August 2003 - June 2007 · 3 yrs 10 mos
Citigroup Global Markets INC.Broker
August 2003 - June 2007 · 3 yrs 10 mos
Morgan Stanley Dw INC.Broker
November 2000 - August 2003 · 2 yrs 9 mos
State Registrations43 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.