Anthony Thomas Gonzalez

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 07/1988 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 05/2017 → Present
  Bank Of America, N.A.
  Miami, FL

Other Businesses

I*784235 For profit or not for profit: Entity For Profit Name of outside business organization: 2020 Laguna LLC Investment related: N Address of business: San Francisco, California, 94115 Nature of business: ["Limited Liability Company"] Position, title, association: ["Other"], Start date of relationship: 4/1/2022 Number of hours devoted: 2 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: Passive Investor., Passive investor. No direct responsibility for the management of the property. That will be handled by my son Robert. I*114987 For profit or not for profit: For-Profit Organization Name of outside business organization: Buchanan LLC Investment related: Y Address of business: San Francisco, California 94115 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 6/3/2018 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Bought the property for redevelopment in the future. This is part of my long term plan to diversify my portfolio, prior to retirement. I*135291 For profit or not for profit: For-Profit Organization Name of outside business organization: Willow LLC Investment related: Y Address of business: San Francisco, California 94115 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 1/15/2021 Number of hours devoted: 1 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: I am selling the apartment under Willow LLC and investing the proceeds in 1031 exchange for the property described above. I will have no direct responsibility in managing this property as my son will continue as GM. I*4811267, Entity Type: Entity For Profit, Name of OBA: 2746U2 Gough LLC, Address: San Francisco , California, 94115, Investment Related: N, Position, Title, Association: ["Director","Other"], Employee Start Date: 01/31/2027, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I wont have any direct involvement in this LLC. I am just a passive investor. For diversification of our portfolio.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-09
• S63 Uniform Securities Agent State Law Examination
  1992-08-07

Other Names

• Anthony Thomas Gonzalez
• Anthony T Gonzalez