Angela Maria Gomez
Investment adviser representative at Morgan Stanley
9 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Morgan StanleyAug 2025 to now
- Idb Capital Corp.Mar 2025 to Jul 2025
- PhaxisMar 2025 to Jul 2025
- UnemployedOct 2024 to Mar 2025
- Eagle Strategies LLCNov 2022 to Oct 2024
- Nylife Securities LLCOct 2022 to Oct 2024
- New York Life Insurance CompanyOct 2021 to Oct 2024
- UBSJun 2019 to Sep 2021
- Fairport Capital, Inc.Jan 2019 to Jun 2019
- Fairport Advisors, Inc.Feb 2017 to Oct 2018
- Meyers Associates LPDec 2016 to Feb 2017
- Interactive Brokers LLCFeb 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4269877
- Firm CRD
- 149777