Gonzalo F Espinoza

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

• 07/2025 → Present
  Msva Service L1 (Unlicensed)
  Tampa, FL
• 04/2025 → 07/2025
  Mantis Funding Llc
  Boca Raton, FL
• 06/2024 → 08/2024
  Magen Wealth Management
  Aventura, FL
• 07/2023 → 12/2023
  Sabadell Bank
  Miami, FL
• 07/2015 → 08/2017
  Full Time Education (High School)
  Miami, FL
• 09/2017 → 12/2022
  Full Time Education (College )
  Miami, FL
• 01/2024 → 05/2024
  Unemployed
  Miami, FL
• 09/2024 → 03/2025
  Unemployed/Career Development
  Miami, FL
• 01/2023 → 06/2023
  Unemployed/Career Development
  Miami, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-01-02
• S65 Uniform Investment Adviser Law Examination
  2024-11-11