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Carlos Javier Gonzalez

GREYTOWN ADVISORS INC.·MIAMI, Florida
Series 24, Series 7, Series 31, Series 66Clean recordGREYTOWN ADVISORS INC.
1221 BRICKELL AVENUE, MIAMI, FL 33131CRD# 4294205Firm CRD# 166629

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carlos Javier Gonzalez · MIAMI, FL
Registration
CRD #4294205 · GREYTOWN ADVISORS INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carlos Javier Gonzalez is a registered financial advisor based in MIAMI, Florida, affiliated with GREYTOWN ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
GREYTOWN ADVISORS INC.
GREYTOWN ADVISORS
AUM
$847M
Regulatory assets under management
Employees
8
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: ANNUAL FIXED ADVISORY RETAINER FOR INSTITUTIONAL ADVISORY WORK
Regulatory
SEC/IARD CRD# 4294205
Firm CRD# 166629
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05

Frequently Asked Questions

What services does Carlos Javier Gonzalez offer?
Carlos Javier Gonzalez specializes in Investment Management, Retirement Planning. Contact their office in MIAMI, Florida for a consultation.
What are Carlos Javier Gonzalez's credentials?
Carlos Javier Gonzalez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carlos Javier Gonzalez located?
Carlos Javier Gonzalez is based in MIAMI, Florida, working with GREYTOWN ADVISORS INC.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Carlos Javier Gonzalez charge for services?
Carlos Javier Gonzalez's firm is compensated through percentage of aum, subscription fees, other: annual fixed advisory retainer for institutional advisory work. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREYTOWN ADVISORS INC.?
GREYTOWN ADVISORS INC. has approximately 8 employees and manages $847M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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