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David Celso Gonzalez

Avidian Wealth Solutions

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About David Celso Gonzalez

David Celso Gonzalez is an Investment Advisor Representative with Avidian Wealth Solutions in Houston, Texas. David Gonzalez has been in the industry since 2005 and holds Series 7, 31 and 66 licenses. David Gonzalez has previously worked at J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

David Gonzalez is currently registered with Avidian Wealth Solutions. Avidian Wealth Solutions is a Houston, TX-based registered investment advisor with $3.11 billion in regulatory assets under management. The firm offers a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Avidian Wealth Solutions primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm also participates in wrap fee programs.
Avidian Wealth Solutions

800 TOWN & COUNTRY BLVD

HOUSTON, TX 77024

$3.11B

Assets Under Management

1,831

Total Clients

36

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Mgmt of pooled investment vehicles

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David Gonzalez’s Registration & Firm History

TX

10/22/2019 - Present

Avidian Wealth Solutions (HOUSTON TX)

TX

10/01/2012 - 10/23/2019

J.P. MORGAN SECURITIES LLC (HOUSTON TX)

TX

04/26/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)

TX

08/04/2005 - 04/04/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 10/07/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 08/03/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Celso Gonzalez.
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