Merced Gonzalez
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Merced Gonzalez is an investment adviser representative with Strategic Advisers LLC in Port Hueneme, CA, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Texas.
Registrations & licenses
- Investment adviser:
- California, Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2024 – Feb 2025Port Hueneme, CA
- Northridge AcademyAug 2014 – Jun 2018Northridge, CA
- Mojave Foods CorporationOct 2018 – Feb 2019Los Angeles, CA
- Mrs Gooch Natural Foods Mkt IncJun 2019 – Jul 2019Woodland Hills, CA
- Best BuySep 2021 – Nov 2021Huntington Beach, CA
- Los Angeles Pierce CollegeAug 2018 – Jun 2021Woodland Hills, CA
- California State University Long BeachAug 2021 – May 2023Long Beach, CA
- Albertsons Companies IncAug 2020 – Jun 2022Northridge, CA
- Morgan StanleyNov 2023 – Nov 2023Irvine, CA
- UnemployedJul 2018 – Sep 2018Granada Hills, CA
- UnemployedMar 2019 – May 2019Granada Hills, CA
- UnemployedAug 2019 – Jul 2020Granada Hills, CA
- UnemployedJul 2022 – Oct 2023Huntington Beach, CA
- unemployedDec 2023 – Nov 2024Port Hueneme, CA
- Bank of America, N.A.Feb 2025 – Dec 2025Port Hueneme, CA
- Fidelity InvestmentsDec 2025 – no end date reportedPort Hueneme, CA
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Merced Gonzalez has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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