Gonzalo Montero has been an investment adviser representative at Lynx Advisory Partners since April 2025, and is not listed among the firm’s executive officers or direct owners. Gonzalo Montero studied Dual degrees in Economics and International Business at the University of Navarra.
Lynx Advisory Partners LLC is a Coral Gables, FL firm with $221M under management, 113 clients and 6 advisers in one office, as of its February 2026 filing.
Gonzalo Montero Muñoz is Investment Director and Investment Advisor at Lynx Advisory Partners. He works with Relationship Managers in the construction and management of client portfolios, designing asset allocation models. His background includes international multi-family offices and investment banking within M&A.
Gonzalo Montero’s longest registration is the current one, 1 year at Lynx Advisory Partners since 2025. Before joining Lynx Advisory Partners in 2025, Gonzalo Montero was registered through Ceres Global Advisory.
- Lynx Advisory PartnersCurrent– present · 1 yearCoral Gables, FL · Adviser representative · Firm CRD 326594
- Ceres Global Advisory– · 1 yearCoral Gables, FL · Adviser representative · Firm CRD 299865
Investment adviser representative registrations
Gonzalo Montero is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in April 2025.
- FloridaSince 25 April 2025
- TexasResidentSince 3 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 November 2021 |
| SIE | Securities Industry Essentials Examination | 25 November 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7479781
- Firm
- Lynx Advisory Partners · CRD 326594
- Office
- 2655 LE JEUNE RD, SUITE 905, Coral Gables, FL 33134
- Registration
- Investment adviser registration
- In the industry since
- October 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lynx-ap.com
Where does Gonzalo Montero work?
Gonzalo Montero is an investment adviser representative registered through Lynx Advisory Partners LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Gonzalo Montero a financial advisor?
Yes. Gonzalo Montero has a current investment-adviser registration in Florida and Texas, through Lynx Advisory Partners since April 2025.
How many years of experience does Gonzalo Montero have?
Gonzalo Montero has 3 years in the financial industry, since October 2023, across 2 adviser firms.
What exams has Gonzalo Montero passed?
Gonzalo Montero has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in November 2020.
Where did Gonzalo Montero work before Lynx Advisory Partners?
Before Lynx Advisory Partners, Gonzalo Montero was registered through Ceres Global Advisory, December 2021 to June 2023.
Where is Gonzalo Montero based?
Gonzalo Montero’s registered office is in Coral Gables, FL.
Is Gonzalo Montero registered with FINRA?
No. Gonzalo Montero has no current broker registration.
How can I verify Gonzalo Montero’s record?
Search CRD 7479781 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gonzalo Montero’s full registration record.