Rodrigo 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

• 06/2016 → 12/2020
  Compass Bank
  Birmingham, AL
• 06/2016 → 12/2020
  Bbva Securities Inc.
  Houston, TX
• 03/2017 → 12/2020
  Bbva Wealth Solutions Inc.
  Houston, TX
• 06/2017 → 12/2020
  Bbva Insurance Agency, Inc.
  Austin, TX
• 12/2020 → Present
  Morgan Stanley Smith Barney Llc
  Houston, TX
• 01/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2017-03-02 → 2020-12-07
  Pnc Managed Account Solutions, Inc.
  Houston, TX

Other Businesses

RENTAL PROPERTIES POSITION: landlord NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2016 ADDRESS: Cda Vista Hermosa 262 casa 8, col. General Anaya, CDMX TX 03340 DESCRIPTION: Im the landlord of the property that I rent on a year basis /// RENTAL PROPERTIES POSITION: landlord NATURE: apartment rental INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2013 ADDRESS: Pedro Enriquez Urena 444 ed J2 depto 303, Col. Los Reyes, Coyoacan, CDMX TX 04330 DESCRIPTION: Im the landlord of the apartment that I rent on a year basis /// *420749 - Capuchinas; Investment related Yes; Mexico; Sole Proprietor/Owner; (proprietor, partner, officer, director, employee, trustee, agent); Aug 2015; During business hours: 0; After business hours: 1. *590524 - Rental property; Investment related - Yes; Mexico; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours : 0 ; After business hours : 1 ; LANDLORD

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-28
• S63 Uniform Securities Agent State Law Examination
  2016-10-23

Other Names

• Rodrigo Gonzalez Ponce
• Rodrigo Gonzalez