Gonzalo Alonso
Investment adviser representative at Eagle Global Advisors LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Eagle Global Advisors LLCApr 2026 to now
- Fidelity InvestmentsJun 2020 to now
- E*trade Capital Management LLCJul 2016 to Mar 2020
- E*trade Securities LLCJul 2016 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Eagle Global Advisors LLC
$3.1BAssets managed
366Clients
7Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6334746
- Firm CRD
- 107306