Adam Gonzalez
Financial Advisor @Arete Wealth
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WORK HISTORY
Financial Advisor @Arete Wealth
Miami, FL, US
Built HNWI, UHNWI asset portfolios, tailoring strategies for clients across varying wealth levels• Monitored market trends and performance, implementing individualized strategies to deliver growth• Continued SPV investments (SpaceX, CoreWeave, xAI, Lambda Labs)• Portfolio management of fixed income alternative investments and money market funds• Maintained up-to-date client accounts in full compliance with KYC and AML regulations• Series 66 LicenseSecurities offered through Arete Wealth Management, LLC, members FINRA, and SIPC.Investment advisory services offered through Arete Wealth Advisors, LLC an SEC registered investment advisory firm.
SKILLS
ABOUT ADAM GONZALEZ
I work with high-net-worth individuals, family offices, and qualified purchasers to build…
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