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RIA / WealthAdvisorCertified Financial Planner11 years in industry

GONZALO ALONSO

Advisor at EAGLE GLOBAL ADVISORS LLC

HOUSTON, TX

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Search this name across graphsid dfx:ria:98878d3e-fd42-bee5-4d2a-d1b93492b43b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 4, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EAGLE GLOBAL ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 15, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Nov 15, 2014
First registration: Nov 4, 2015
Dual registered: no
Other names: ALONSO GONZALO
IAPD individual key: 6334746

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EAGLE GLOBAL ADVISORS LLC	Independent wealth	Apr 16, 2026	n/a	yes	HOUSTON, TX	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Feb 20, 2026	no	HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 24, 2020	Mar 31, 2025	no	HOUSTON, TX	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Jul 16, 2016	Mar 12, 2020	no	Houston, TX\|ARLINGTON, VA	Previous registration
HUCKIN FINANCIAL GROUP, INC.	n/a	Nov 4, 2015	Jul 29, 2016	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	EAGLE GLOBAL ADVISORS LLC	Feb 20, 2026	Apr 16, 2026	55	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
E*TRADE CAPITAL MANAGEMENT, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Mar 12, 2020	Jul 24, 2020	134	Firm change	RIA to ibd
HUCKIN FINANCIAL GROUP, INC.	E*TRADE CAPITAL MANAGEMENT, LLC	Jul 29, 2016	Jul 16, 2016	-13	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
42159:288590:VA:2020-03-12	Mar 12, 2020	Jul 24, 2020	ARLINGTON, VA	Firm change

Relationships

Registered with (5)

→ EAGLE GLOBAL ADVISORS LLCRegistered adviserregistration: current employment
Apr 16, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Feb 20, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 24, 2020 to Mar 31, 2025factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 16, 2016 to Mar 12, 2020factForm ADV
→ HUCKIN FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Nov 4, 2015 to Jul 29, 2016factForm ADV

Dated events

Occurred
Feb 20, 2026
Advisor changed firm
Gonzalo Alonso left Strategic Advisers Llc for Eagle Global Advisors Llc (registered 2026-04-16)
Form ADVobserved 6 days ago