Eric Raul Gonzalez

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2023-06-15
TX	RA	APPROVED	2023-01-23
NC	RA	APPROVED	2022-11-16

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	07/2022	Present
Bank Of America, N.A.	Charlotte	NC	07/2022	Present
United Postal Services [Ups]	Charlotte	NC	06/2019	03/2020
Financial Plans & Strategies	Greenwood	IL	01/2021	05/2021
Bank Of America Advisor Development Program	Charlotte	NC	07/2021	08/2021
Mba English Camp Tutor	Rock Hill	SC	01/2022	01/2022
Wealth Enhancement Group	Charlotte	NC	01/2022	05/2022
Unemployed	Fort Mill	SC	01/2012	07/2019
Winthrop University	Rock Hill	SC	08/2018	05/2022

07/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
07/2022 → Present

Bank Of America, N.A.

Charlotte, NC
06/2019 → 03/2020

United Postal Services [Ups]

Charlotte, NC
01/2021 → 05/2021

Financial Plans & Strategies

Greenwood, IL
07/2021 → 08/2021

Bank Of America Advisor Development Program

Charlotte, NC
01/2022 → 01/2022

Mba English Camp Tutor

Rock Hill, SC
01/2022 → 05/2022

Wealth Enhancement Group

Charlotte, NC
01/2012 → 07/2019

Unemployed

Fort Mill, SC
08/2018 → 05/2022

Winthrop University

Rock Hill, SC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-11

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