AG
AG

Anabella Gomez

12 Years of Experience
Miami, FL
Broker

Anabella Gomez is a registered investment advisor at Morgan Stanley, based in Miami, 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

200 S. Biscayne Blvd., Miami, FL, 33131

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History

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.

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Employment History
Current Registrations
Morgan Stanley
June 2021 - Present · 4 yrs 11 mos
Morgan StanleyBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Leucadia Asset Management LLC
July 2017 - June 2021 · 3 yrs 11 mos
Jefferies LLCBroker
July 2017 - June 2021 · 3 yrs 11 mos
Wells Fargo Clearing Services, LLC
February 2014 - July 2017 · 3 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
December 2013 - July 2017 · 3 yrs 7 mos
State Registrations28 states
AZCACODCDEFLGAIAINMAMDMEMINCNHNJNVNYOHORPAPRRISDTXVirgin IslandsWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Anabella Gomez - Financial Advisor | TrueAdvisor