Gonzalo Alonso

EAGLE GLOBAL ADVISORS | Financial Consultant

HOUSTON, TX 77056

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CRD#: 6334746

Professional summary

Gonzalo Alonso, who also goes by Alonso Gonzalo, is a registered financial advisor currently at EAGLE GLOBAL ADVISORS LLC located in Houston, Texas.

Gonzalo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Gonzalo has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Biography

My passion is to help, and at Fidelity I partner with our clients to develop, understand and navigate a comprehensive financial plan through all stages in life. 

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alonso Gonzalo

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gonzalo Alonso's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Education

Sam Houston State University

Bachelor of Arts (BA) - Finances and Commercial Banking

2013

Experience

Current

April 16, 2026 - Present

EAGLE GLOBAL ADVISORS LLC

Office #1: 1330 Post Oak Boulevard Suite 3000, Houston, TX 77056

RIA

CRD#: 107306

HOUSTON, TX

Past

March 31, 2025 - February 20, 2026

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

HOUSTON, TX

Past

July 24, 2020 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

HOUSTON, TX

Past

June 26, 2020 - February 20, 2026

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

HOUSTON, TX

Past

July 16, 2016 - March 12, 2020

HARRISDIRECT LLC

RIA

CRD#: 42159

Houston, TX

Past

July 15, 2016 - March 12, 2020

E*TRADE SECURITIES LLC

CRD#: 29106

HOUSTON, TX

Past

November 4, 2015 - July 29, 2016

HUCKIN FINANCIAL GROUP, INC.

RIA

CRD#: 8593

HOUSTON, TX

Past

July 20, 2015 - July 29, 2016

HUCKIN FINANCIAL GROUP, INC.

CRD#: 8593

HOUSTON, TX

Past

July 10, 2015 - July 22, 2015

PARK AVENUE SECURITIES LLC

CRD#: 46173

HOUSTON, TX

Past

July 22, 2014 - June 17, 2015

EQUITABLE ADVISORS, LLC

CRD#: 6627

HOUSTON, TX

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".

EAGLE GLOBAL ADVISORS LLC

CRD#: 107306 / SEC#: 801-53294

RIA

Registered Investment Advisory firm - (11/14/1996 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Texas
(4/16/2026)

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

State Security Law Exam

IAR

Series 66

Date: 11/3/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/15/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/22/2014

General Securities Representative Examination

Current Firm

EAGLE GLOBAL ADVISORS LLC

CRD#: 107306 / SEC#: 801-53294

RIA

Registered Investment Advisory firm - (11/14/1996 Approved)

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Contact information

Main Address

1330 Post Oak Boulevard Suite 3000, Houston, TX 77056

Mailing Address

Phone number

(713) 952-3550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EAGLE GLOBAL ADVISORS FORM ADV PART 2A (8/26/2025)

Regulatory assets under management

Total Number of Accounts	371
AUM (Assets Under Management)	$ 2,461,774,037

Red Flags

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Gonzalo Alonso

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gonzalo Alonso's CRS (Customer Relationship Summary).

Certified licenses

Education

Sam Houston State University

Experience

EAGLE GLOBAL ADVISORS LLC

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

HUCKIN FINANCIAL GROUP, INC.

HUCKIN FINANCIAL GROUP, INC.

PARK AVENUE SECURITIES LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

EAGLE GLOBAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/3/2015

Series 63

Date: 11/15/2014

SIE

Date: 10/1/2018

Series 7

Date: 7/22/2014

Current Firm

EAGLE GLOBAL ADVISORS LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EAGLE GLOBAL ADVISORS LLC

TRUST BUT VERIFY

Contact information

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