Brett Mitchell Gonzalez
Investment adviser representative at Doliver Advisors, L.P.
10 yearsExperience
1 stateRegistered in
$718.4MFirm assets
33 yearsFirm in business
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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
- Pension consulting
Experience
10 years in the industry.
- Truvo Digital LLCNov 2025 to now
- Doliver Advisors, L.P.Jun 2024 to now
- UnemployedMay 2024 to Jun 2024
- Charles Schwab & Co. IncJun 2023 to Aug 2023
- Links Golf ClubNov 2022 to Apr 2024
- University of HoustonAug 2021 to Dec 2023
- Houston Community CollegeAug 2020 to Aug 2021
- University of OklahomaAug 2019 to Aug 2020
- SugarsneaksFeb 2018 to May 2022
- Clements High SchoolJun 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Doliver Advisors, L.P.
$718.4MAssets managed
237Clients
5Advisers
33 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
- 7735442
- Firm CRD
- 106247