Gonzalo Alonso
STRATEGIC ADVISERS LLC | Financial Consultant
HOUSTON, TX
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CRD#: 6334746
Professional summary
Gonzalo Alonso, who also goes by Alonso Gonzalo, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Houston, Texas and FIDELITY BROKERAGE SERVICES LLC located in Houston, Texas.
Gonzalo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Gonzalo has worked at 8 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.
1. Name of other business/activity: La casa de Espana
2. Investment-related: No
3. Address: 1800 Bering Dr Unit 660, Houston, Texas 77057
4. Nature of other business: Social
5. Position: Officer?Vice President
6. Start Date: 3/9/2018
7. Approx. number of hours per month devoted to the other business: 15
8. Approx. number of hours per month devoted to the other business during securities trading hours: 0
9. Duties: putting events together and keep in contact with the members to maintain them engage and active within the organization
CRS (Client Relationship Summary) - RIA
Click below to view Gonzalo Alonso's 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®
NoneEducation
Sam Houston State University
Bachelor of Arts (BA) - Finances and Commercial Banking
2013
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4410 Westheimer Rd Ste B-100, Houston, TX 77027-4837RIA
CRD#: 104555
HOUSTON, TX
Current
June 26, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4410 Westheimer Rd Ste B-100, Houston, TX 77027-4812BD
CRD#: 7784
Houston, TX
Past
July 24, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
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
BD
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.
BD
CRD#: 8593
HOUSTON, TX
Past
July 10, 2015 - July 22, 2015
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
HOUSTON, TX
Past
July 22, 2014 - June 17, 2015
EQUITABLE ADVISORS, LLC
BD
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/26/2020)
RR
California(8/13/2021)
RR
Colorado(8/13/2021)
RR
Florida(6/21/2021)
RR
Georgia(9/9/2022)
RR
Hawaii(8/4/2025)
RR
Illinois(1/19/2023)
RR
Kansas(3/4/2022)
RR
Louisiana(6/26/2020)
RR
Minnesota(1/13/2025)
RR
Missouri(3/25/2021)
RR
Montana(7/23/2024)
RR
New Jersey(6/26/2020)
RR
New York(2/25/2025)
RR
Oklahoma(6/26/2020)
RR
Pennsylvania(1/6/2023)
RR
Tennessee(8/13/2021)
RR
Texas(6/26/2020)
IAR
Texas(3/31/2025)
RR
Utah(10/8/2024)
RR
Washington(1/19/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Houston, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
