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David Celso Gonzalez

AVIDIAN WEALTH SOLUTIONS
HOUSTON, TX
·CRD# 4921336·21 years experience

Professional Summary

David Celso Gonzalez is a registered financial advisor currently at AVIDIAN WEALTH SOLUTIONS located in Houston, Texas. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. David has worked at 4 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

21 years in the financial services industry

Current & Past Employments

AVIDIAN WEALTH SOLUTIONS·CRD# 127186
RIA
800 Town & Country Blvd Ste 220, Houston, TX 77024
October 22, 2019 - Present
J.P. MORGAN SECURITIES LLC·CRD# 79
RIA
Houston, TX
October 1, 2012 - October 23, 2019
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Houston, TX
October 1, 2012 - October 23, 2019
CHASE INVESTMENT SERVICES CORP.·CRD# 25574
RIA
Houston, TX
April 26, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.·CRD# 25574
BD
Houston, TX
April 26, 2011 - October 1, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Houston, TX
October 10, 2005 - April 4, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Houston, TX
August 4, 2005 - April 4, 2011

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Current Firm

AW
AVIDIAN WEALTH SOLUTIONS

AVIDIAN WEALTH ENTERPRISES, LLC | STREETTALK ADVISORS, L.L.C. | STA WEALTH MANAGEMENT, LLC | STA WEALTH MANAGEMENT | STA WEALTH ADVISORS LLC | AVIDIAN WEALTH SOLUTIONS, LLC | AVIDIAN WEALTH SOLUTIONS

CRD#: 127186 / SEC#: 801-64386
RIA
Registered Investment Advisory firm - SEC (5/19/2005 Approved)
Texas
Registered Investment Advisory firm - Texas (6/2/2005 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

800 Town & Country Blvd Ste 220, Houston, TX 77024

Phone Number

(281) 822-8800

# of Employees

59

SEC notice filing (23 States and Territories)

Registered to provide investment advisory services in 23 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AVIDIAN WEALTH SOLUTIONS DISCLOSURE BROCHURE (6/9/2026)

Regulatory Assets Under Management

Total Number of Accounts

7,256

AUM (Assets Under Management)

$4,764,235,121

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/21/2025Cover PageReport
01/02/2025Cover PageReport
09/27/2024Cover PageReport
01/31/2024Cover PageReport
01/29/2024Cover PageReport

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AVIDIAN WEALTH SOLUTIONS

AVIDIAN WEALTH ENTERPRISES, LLC | STREETTALK ADVISORS, L.L.C. | STA WEALTH MANAGEMENT, LLC | STA WEALTH MANAGEMENT | STA WEALTH ADVISORS LLC | AVIDIAN WEALTH SOLUTIONS, LLC | AVIDIAN WEALTH SOLUTIONS

CRD#: 127186 / SEC#: 801-64386
RIA
Registered Investment Advisory firm - SEC (5/19/2005 Approved)
Texas
Registered Investment Advisory firm - Texas (6/2/2005 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(10/22/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2005About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed May 2006About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Aug 2005About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view David Celso Gonzalez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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DG
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