EG
EG

Erik Gonzalez

15 Years of Experience
Miami, FL
Broker

Erik Gonzalez is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 15 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

200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131

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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

Erik is a partner in A&E Kings Creek LLC, a real estate business in Miami, Florida. He spends a few hours per week on administrative tasks related to this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
December 2013 - Present · 12 yrs 5 mos
Morgan StanleyBroker
December 2013 - Present · 12 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2012 - October 2013 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2012 - October 2013 · 1 yr 6 mos
Morgan Stanley Smith BarneyBroker
October 2011 - December 2011 · 2 mos
Chase Investment Services CORP.Broker
January 2010 - August 2011 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.