Gabriella Gonzales is a registered investment advisor at Morgan Stanley, based in Austin, TX, with 10 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
8701 Bee Caves Road, Suite 300, Austin, TX, 78746
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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 Stanley
October 2024 - Present · 1 yr 7 mos
Morgan StanleyBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2016 - October 2024 · 8 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2016 - October 2024 · 8 yrs 7 mos
Credit Suisse Securities (USA) LLC
September 2015 - March 2016 · 6 mos
Credit Suisse Securities (USA) LLCBroker
August 2015 - March 2016 · 7 mos
State Registrations21 states
AZCACODEFLGAIDLAMAMDMEMONCNJNYOHOKPATNTXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.