Gonzalo Alonso

Employer firm

Eagle Global Advisors LLC CRD 107306

$3.10B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 07/2016 → 03/2020
  E*Trade Securities Llc
  Houston, TX
• 07/2016 → 03/2020
  E*Trade Capital Management Llc
  Houston, TX
• 06/2020 → Present
  Fidelity Investments
  Houston, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA
• 04/2026 → Present
  Eagle Global Advisors Llc
  Houston, TX

Previous Registrations

• 2025-03-31 → 2026-02-20
  Strategic Advisers Llc
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Boston, MA
• 2020-07-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Houston, TX
• 2016-07-16 → 2020-03-12
  Harrisdirect Llc
  Houston, TX
  Arlington, VA
• 2015-11-04 → 2016-07-29
  Huckin Financial Group, Inc.
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2015-11-03
• S63 Uniform Securities Agent State Law Examination
  2014-11-15

Designations

• Certified Financial Planner

Other Names

• Alonso Gonzalo