Ivan Gonzalez

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 01/2022 → 11/2024
  E*Trade Securities Llc
  Temple Terrace, FL
• 06/2021 → 10/2021
  Tommy Bahama
  Paramus, NJ
• 05/2019 → 08/2019
  Best Buy
  West Simsbury, CT
• 06/2018 → 08/2018
  Empire Club
  Little Ferry, NJ
• 08/2017 → 02/2018
  Amazon
  Moonachie, NJ
• 01/2018 → 07/2022
  Baruch College
  New York, NY
• 01/2012 → 08/2017
  Unemployed
  New York, NY
• 01/2023 → 10/2025
  Morgan Stanley
  Temple Terrace, FL
• 09/2023 → 10/2025
  Morgan Stanley
  Temple Terrace, FL
• 10/2025 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2024-07-02 → 2025-10-06
  Morgan Stanley
  Tampa, FL
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-01
• S63 Uniform Securities Agent State Law Examination
  2022-10-18

Other Names

• Ivan Gonzalez
• Ivan Gonzalez