CG
CG

Christian Gonzalez

4 Years of Experience
Rancho Santa Fe, CA
Broker

Christian Gonzalez is a registered investment advisor at Morgan Stanley, based in Rancho Santa Fe, CA, with 4 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
Loading...

Location

6037 La Flecha, Suite 200, Rancho Santa Fe, CA, 92067

Get directions

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.

Learn about disclosures →
Other Business Activities

Christian is a marching band coach for Great Oak High School since August 2022, spending about 20 hours per month outside of business hours. He is also a tour and rehearsal assistant for Pacific Crest Youth Arts Organization since June 2021, spending a few hours per week outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
January 2025 - Present · 1 yr 4 mos
Morgan Stanley
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2021 - June 2024 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2020 - June 2024 · 3 yrs 6 mos
State Registrations35 states
ALAZCACOCTFLGAHIIAIDILINLAMAMDMIMNMOMTNCNJNMNVNYOHORPASCTNTXUTVAWAWIWY
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.
Christian Gonzalez - Financial Advisor | TrueAdvisor