Erica Gonzalez

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Morgan Stanley Smith Barney Llc
  Houston, TX

Other Businesses

(1) 568504 - DoorDash; Not Investment Related; San Francisco, CA; Automotive/Transportation; Employee; Start 11-September-2023; During business hours: 0; After business hours: 20; Labor/Service. (2) 568495 - Rev.com; Not Investment Related; Austin, TX; Freelance Transcribing, Captioning; Freelancer; Start 08-September-2023; During business hours: 0; After business hours: 25; Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2020-11-23
• S63 Uniform Securities Agent State Law Examination
  2008-10-20

Other Names

• Erica Gonzalez
• Erica Gonzalez
• Erica Yagel