Carolina Gonzalez is a CFP-designated registered investment advisor, based in Melville, NY, with 2 years of industry experience.
Location
400 Broadhollow Road, Suite 301, Melville, NY, 11747
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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
Wealthspire Advisors
May 2026 - Present · 5 mos
Previous Registrations
Wealthspire Advisors
March 2024 - June 2026 · 2 yrs 3 mos
State Registrations1 state
NY
Advisor
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.
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