Gabriel
Gonzalez
Fidelity Personal And Workplace Advisors
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About this Advisor
Gabriel Gonzalez is a financial advisor based out of Scottsdale, Arizona with 1 year of relevant experience. Gonzalez is an advisor for Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at The Vanguard Group, Inc, Gelson'S Markets, Ranch At Laguna Beach (Harvest Restaurant), The Delta Chi Fraternity, Premier Cal Realty, Chart House, Northern Arizona University, Dana Hills High School and Fidelity Investments. Gonzalez has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to advise clients in Arizona and Texas. Fidelity Personal And Workplace Advisors is a registered investment company headquartered in Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 financial advisors. It handles $653 billion in assets between its 1,712,247 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 11 charitable organizations. Of its 1,712,247 customer accounts, 31% are associated with high-net-worth individuals who have at least $1 million in assets. Fidelity Personal And Workplace Advisors provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees depend on which service is provided. However, fee types billed by Fidelity Personal And Workplace Advisors most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Gabriel Gonzalez Work History
Gabriel has been registered as a financial advisor for 1 years.*
Fidelity Investments
The Vanguard Group, Inc
Gelson'S Markets
Ranch At Laguna Beach (Harvest Restaurant)
The Delta Chi Fraternity
Premier Cal Realty
Chart House
Northern Arizona University
Dana Hills High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gabriel Gonzalez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fidelity Personal And Workplace Advisors
Greenbrae, CA
Boston, MA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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