EG
EG

Erica Gonzalez

18 Years of Experience
Houston, TX
Broker

Erica Gonzalez is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 18 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

2800 Post Oak Boulevard, Suite 3200, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Erica is a minority partner in Diligent Plans, LLC, which provides sales training, leadership development, and motivational speaking. She also owns 29 Eleven Transport LLC and works for DoorDash and Rev.com, spending minimal time on 29 Eleven Transport LLC and about 10-20% of her time on DoorDash and Rev.com.

Employment History
Current Registrations
Morgan Stanley
November 2020 - Present · 5 yrs 6 mos
Morgan StanleyBroker
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Bbva Securities INC.Broker
May 2013 - May 2016 · 3 yrs
Bbva Compass Investment Solutions, INCBroker
June 2009 - May 2013 · 3 yrs 11 mos
Bbva Investments INC.Broker
March 2008 - July 2009 · 1 yr 4 mos
State Registrations47 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.