Angela Gomez is a registered investment advisor at Morgan Stanley, based in Aventura, FL, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
August 2025 - Present · 9 mos
Morgan StanleyBroker
August 2025 - Present · 9 mos
Previous Registrations
Idb Capital CORP.Broker
May 2025 - July 2025 · 2 mos
Eagle Strategies LLC
November 2022 - October 2024 · 1 yr 11 mos
Nylife Securities LLCBroker
October 2022 - October 2024 · 2 yrs
UBS Financial Services INC.
September 2020 - August 2021 · 11 mos
UBS Financial Services INC.Broker
September 2020 - August 2021 · 11 mos
Fairport Capital, INC.Broker
January 2019 - June 2019 · 5 mos
Fairport Advisors, INC.
February 2017 - September 2018 · 1 yr 7 mos
Windsor Street Capital, LPBroker
December 2016 - February 2017 · 2 mos
Interactive Brokers LLCBroker
March 2016 - November 2016 · 8 mos
Astor Wealth Management LLC
August 2015 - December 2015 · 4 mos
Meyers Associates, L.P.Broker
July 2015 - December 2015 · 5 mos
J.P. Morgan Securities LLC
October 2012 - August 2013 · 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - August 2013 · 10 mos
Chase Investment Services CORP.
September 2011 - October 2012 · 1 yr 1 mo
Chase Investment Services CORP.Broker
August 2010 - October 2012 · 2 yrs 2 mos
E1 Asset Management, INC.Broker
October 2007 - August 2008 · 10 mos
Clark Dodge & CO., INC.Broker
March 2005 - November 2005 · 8 mos
Clark Dodge & CO., INC.Broker
October 2002 - April 2003 · 6 mos
Fordham Financial Management, INC.Broker
November 2001 - April 2002 · 5 mos
Glenn Michael Financial, INC.Broker
October 2000 - December 2000 · 2 mos
State Registrations3 states
FLGANY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.