David Celso Gonzalez

Avidian Wealth Solutions

20 Years of Experience

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth

Avidian Wealth Solutions

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

38 advisors

Number of Clients

1,873 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$4.0B

Fee Structure

Minimum Investment:$1M

Location

800 Town & Country Blvd, Ste 410 and Ste 220, Houston, TX, 77024

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History

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.

Employment History

Current Registrations

Avidian Wealth Solutions

October 2019 - Present · 6 yrs 4 mos

Previous Registrations

J.P. Morgan Securities LLC

October 2012 - October 2019 · 7 yrs

J.P. Morgan Securities LLCBroker

October 2012 - October 2019 · 7 yrs

Chase Investment Services CORP.Broker

April 2011 - October 2012 · 1 yr 6 mos

Chase Investment Services CORP.

April 2011 - October 2012 · 1 yr 6 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

October 2005 - April 2011 · 5 yrs 6 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

August 2005 - April 2011 · 5 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.