Alan Gonzalez is a CFP-designated registered investment advisor at Morgan Stanley, based in San Antonio, TX, 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
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Assets Under Management
Fee Structure
Location
7600 Broadway, Suite 100, San Antonio, TX, 78209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan is a board member of Crown Realty Holding, dedicating minimal time to helping with business objectives. He is also an employee of Lending Strategy Advisors, spending minimal time per month on investment-related activities.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Capfinancial Securities, LLC.Broker
Captrust
Sendero Securities, LLCBroker
Sendero Wealth Management, LLC
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations41 states
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