Gregory Gonzales, financial advisor Greensboro NC
93 score

Gregory Gonzales

CRD Number: 1055604
Current Firm: Stifel, Nicolaus & Company, Incorporated

Gregory Gonzales (CRD# 1055604) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Greensboro, NC and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Greensboro, NC Apr 2014 - Current 2
Wells Fargo Advisors LLC Greensboro, NC May 2009 - Apr 2014 4
Wachovia Securities, LLC Greensboro, NC Jan 2008 - May 2009 1
A.g. Edwards Greensboro, NC May 1989 - Jan 2008 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1982
S66 NASAA Uniform Combined State Law Examination Apr 2004
Contact Info for Gregory E. Gonzales
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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