Michael Alexander Gonzalez
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2023 to now
- ShopriteJan 2023 to Apr 2023
- National Winter Activity CenterNov 2020 to Dec 2022
- Marist CollegeAug 2019 to Jun 2023
- Ballyowen Golf ClubJun 2019 to Aug 2022
- Vernon Township High SchoolOct 2018 to Jun 2019
- Applewood KennelsAug 2018 to Sep 2018
- Vernon Township High SchoolNov 2017 to Jul 2018
- Heaven Hill FarmsAug 2017 to Oct 2017
- Vernon Township School DistrictJan 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7774662
- Firm CRD
- 7691