UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
11yrs
Aaron Gonzalez
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Based in Dallas, Texas, Aaron Gonzalez is a fiduciary financial advisor with 11 years of industry experience. Aaron joined Merrill Lynch, Pierce, Fenner & Smith in 2016, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office2100 Ross Ave, Dallas, TX 75201
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – now
Questions to ask Aaron
Tailored to Aaron’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Aaron
How do I contact Aaron?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Aaron Gonzalez. Aaron works from the Dallas, TX office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Aaron hold?
Series 66. Tap any license on this page to see what it allows.
Is Aaron a fiduciary?
Aaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aaron paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Aaron for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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