Alan Nataniel 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

• 06/2021 → 12/2022
  The Vanguard Group, Inc
  Malvern, PA
• 08/2016 → 12/2020
  Texas Tech University
  Lubbock, TX
• 03/2017 → 01/2018
  1440 Open House
  San Antonio, TX
• 05/2018 → 07/2018
  One Advocate Group
  San Antonio, TX
• 06/2019 → 08/2019
  One Advocate Group
  San Antonio, TX
• 01/2021 → 06/2021
  Lending Strategy Advisers
  San Antonio, TX
• 02/2019 → 06/2021
  Townnorth Clothing
  San Antonio, TX
• 01/2023 → 12/2023
  Sendero Wealth Management
  San Antonio, TX
• 01/2023 → 12/2023
  Sendero Securities
  San Antonio, TX
• 04/2024 → 11/2025
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 01/2024 → 03/2024
  N/A
  N/A, XX
• 04/2024 → 11/2025
  Capfinancial Securities Llc
  Raleigh, NC
• 12/2025 → Present
  Morgan Stanley
  San Antonio, TX

Previous Registrations

• 2024-04-19 → 2025-11-25
  Captrust
  San Antonio, TX
• 2023-01-17 → 2023-12-11
  Sendero Wealth Management, Llc
  San Antonio, TX
  Austin, TX
• 2021-08-13 → 2022-12-16
  Vanguard Advisers, Inc.
  Malvern, PA

Other Businesses

* 671610 - Lending Strategy Advisors; Investment related-Yes; San Antonio, Texas; Investment/Finance/Banking; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 4; Business Development/Growth.

Exams

• S66 Uniform Combined State Law Examination
  2021-08-09

Designations

• Certified Financial Planner

Other Names

• Alan Gonzalez
• Nathan Gonzalez
• Alan Nataniel Gonzalez