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Adam Presney Gonzalez

Arete Wealth Advisors, LLC

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About Adam Presney Gonzalez

Adam Gonzalez is an investment advisor representative with Arete Wealth Advisors, LLC. Adam is registered in 18 states and has over 4 years of experience in the financial industry. Adam has a wide range of experience, working with both individuals and corporations. Adam is also a registered representative with Saranac Advisors Inc., DBA. Adam specializes in providing financial planning, portfolio management, and investment advice.

Firm Information

Adam Gonzalez is currently registered with Arete Wealth Advisors, LLC. Arete Wealth Advisors, LLC is a registered investment advisor headquartered in Chicago, Illinois. With over $1 billion to $10 billion in assets under management, the firm provides financial planning, pension consulting, and portfolio management services to a diverse range of clients, including individuals, corporations, and pension plans. Arete Wealth Advisors also participates in wrap fee programs. The firm's website addresses include christie-cox.com, bondstocksfinancial.com, leblancfinancial.com, aretewealth.com, and more.
Arete Wealth Advisors, LLC

1115 W FULTON MARKET

CHICAGO, IL 60607

$2.67B

Assets Under Management

30

Total Clients

125

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.

Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Sharing in underwriting fees from an affiliated broker-dealer

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Adam Gonzalez’s Registration & Firm History

FL

03/19/2024 - Present

Arete Wealth Advisors, LLC (Sunrise FL)

FL

09/01/2018 - 07/21/2022

NATIONAL SECURITIES CORPORATION (MIAMI FL)

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Licenses & Designations

BOTH

Issued 10/27/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/19/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Presney Gonzalez.
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