Roland Gonzalez, financial advisor Houston TX
89 score

Roland Gonzalez

CRD Number: 6193140
Current Firm: Greystone Advisory Group LLC

Roland Gonzalez (CRD# 6193140) is an Investment Advisor Representative working at Greystone Advisory Group LLC in Houston, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Mcallen, TX Sep 2013 - Current 3
Freedom Equity Group Mcallen, TX Apr 2013 - Sep 2013 < 1
Capital Choice Mcallen, TX Aug 2012 - Sep 2013 1
Advisor Affiliates Mcallen, TX Aug 2012 - Sep 2013 1
Aflac Mcallen, TX May 2012 - Sep 2013 1
Bt Mcallen Mcallen, TX Aug 2010 - Sep 2013 3
King's College London London, Aug 2009 - Aug 2010 1
Association Of Former Students College Station, TX Aug 2008 - Aug 2009 1
Southern Evangelical Seminary Matthews, NC Aug 2006 - Aug 2008 2
Texas A&m University College Station, TX Aug 2002 - Aug 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Roland Gonzalez
Phone Number: (281) 724-4550
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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