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David Gonzalez

Facet

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About David Gonzalez

David Gonzalez is an investment advisor representative with Facet Wealth, based in Baltimore, MD. David has been in the industry since 1999, previously working for T. Rowe Price Investment Services, Inc. in Tampa, FL. He holds multiple licenses, including Series 6, 7, 24, 51, 63, and 66, along with the SIE exam. He is also a Certified Financial Planner. David specializes in financial planning and portfolio management for individuals and high net worth individuals. Facet Wealth is an independent registered investment advisor, founded in 2016. They offer financial planning and portfolio management services to individuals and families. Their main office is located in Baltimore, MD.

Firm Information

David Gonzalez is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

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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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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David Gonzalez’s Registration & Firm History

MD

02/26/2021 - Present

Facet (BALTIMORE MD)

FL

10/08/1999 - 07/10/2019

T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 01/15/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/15/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/2007

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 10/26/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2000

Series 7 - General Securities Representative Examination

BC

Issued 10/07/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Gonzalez.
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