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Antonio G
Series 63, Series 65
Whitestone, NY
Great Wealth Investments
Antonio Gonzalez is a financial advisor at Great Wealth Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Apex Clearing Corporation. Outside of his advisory role, he is involved in business consulting through Great Wealth Consultants LLC and participates as a non-equity partner in an investment banking venture focused on mergers and acquisitions. Great Wealth Investments is a small registered investment adviser serving primarily individual and high-net-worth clients. The firm offers discretionary portfolio management with a focus on equities and ETFs, combining fundamental and technical analysis, and provides standalone financial planning and advice.
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