Erik 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

• 11/2012 → Present
  Morgan Stanley
  Coral Gables, FL

Previous Registrations

• 2012-05-18 → 2013-10-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL

Other Businesses

*491811- A&E KINGS CREEK LLC; Investment related Yes; Miami, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 0; After business hours: 10; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2012-05-14