Samuel Lawrence Gonzales

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 07/2019 → 01/2022
  Edward Jones
  St Louis, MO
• 07/2018 → 06/2019
  South San Antonio Isd
  San Antonio, TX
• 08/2016 → 06/2018
  Southside Isd
  San Antonio, TX
• 05/2013 → 01/2017
  Chipotle Mexican Grill
  San Antonio, TX
• 02/2022 → 02/2022
  Unemployed
  San Antonio, TX
• 03/2022 → 06/2022
  Cuso Financial Services, Lp
  San Diego, CA
• 03/2022 → 06/2022
  Credit Human Federal Credit Union
  San Antonio, TX
• 06/2022 → 01/2025
  Pnc Investments Llc
  Helotes, TX
• 01/2025 → Present
  Wells Fargo Clearing Services, Llc
  Houston, TX

Previous Registrations

• 2022-06-23 → 2025-01-28
  Pnc Wealth Management Llc
  San Antonio, TX
  Helotes, TX
  San Antonio, TX
• 2022-03-28 → 2022-06-10
  Cuso Financial Services, L.P.
  San Antonio, TX
• 2019-11-04 → 2022-02-03
  Edward Jones
  St Louis, MO
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  Shavano Park, TX

Exams

• S66 Uniform Combined State Law Examination
  2019-11-02

Other Names

• Samuel Gonzales
• Samuel L Gonzales