Eduardo
Gonzalez
Mariner Wealth Advisors
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About this Advisor
Eduardo Gonzalez is a certified financial planner operating out of Miami, Florida with 2 years of relevant experience. Gonzalez works at Mariner Wealth Advisors. Over the course of their career, Gonzalez has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, J.P. Morgan Securities LLC, Bank Of America, N.A, Suntrust Bank, Suntrust Investment Services, Inc, Suntrust Advisory Services, Inc, Creative Planning, Msec, LLC and Mariner Wealth Advisors. Gonzalez maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Mariner Wealth Advisors is an advisory business operating out of Leawood, KS. The company has offices in 68 locations and a total of 1,465 financial advisors. It administers $66 billion in assets under management between its 112,465 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 128 charitable organizations. Of its 112,465 client accounts, 34% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management usually are based on the type of services provided. However, fee types charged by Mariner Wealth Advisors most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mariner Wealth Advisors Brokerage Details
$65,874,566,238
1,465
112,465
$585,734
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Eduardo Gonzalez Work History
Eduardo has been registered as a financial advisor for 2 years.*
Msec, LLC
Mariner Wealth Advisors
Creative Planning
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Suntrust Bank
Suntrust Investment Services, Inc
Suntrust Advisory Services, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
J.P. Morgan Securities LLC
*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 Eduardo 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 Mariner Wealth Advisors
Concord, NH
Bloomfield Hills, MI
Orlando, FL
Irvine, CA
Kingsport, TN
Cincinnati, OH
Novi, MI
New York, NY
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
