Mark Anthony 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

• 01/2020 → 01/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 11/2019 → 02/2020
  Nike Inc
  Dallas, TX
• 02/2018 → 10/2019
  Goldman Sachs
  Richardson, TX
• 05/2017 → 01/2018
  Academy Sports
  Grapevine, TX
• 08/2016 → 11/2016
  Dominos
  Stephenville, TX
• 08/2014 → 05/2017
  Tarleton State University
  Stephenville, TX
• 03/2020 → 01/2022
  Bank Of America, N.A.
  Dallas, TX
• 01/2022 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2021-01-05 → 2022-01-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  New York, NY
  Dallas, TX
  Dallas, TX
  Houston, TX
  Dallas, TX
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-12-29

Other Names

• Mark Anthony Gonzalez