Alan Nataniel Gonzalez
Investment adviser representative at Morgan Stanley
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2TFirm 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 assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Morgan StanleyDec 2025 to now
- Capfinancial Partners LLC (captrust)Apr 2024 to Nov 2025
- Capfinancial Securities LLCApr 2024 to Nov 2025
- N/aJan 2024 to Mar 2024
- Sendero SecuritiesJan 2023 to Dec 2023
- Sendero Wealth ManagementJan 2023 to Dec 2023
- The Vanguard Group, IncJun 2021 to Dec 2022
- Lending Strategy AdvisersJan 2021 to Jun 2021
- One Advocate GroupJun 2019 to Aug 2019
- Townnorth ClothingFeb 2019 to Jun 2021
- One Advocate GroupMay 2018 to Jul 2018
- 1440 Open HouseMar 2017 to Jan 2018
- Texas Tech UniversityAug 2016 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 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
- 7393683
- Firm CRD
- 149777