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Iris Yuderka Gomez

Morgan Stanley

New York, NY

CRD 3107124

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
TX RA APPROVED 2014-02-07
NJ RA APPROVED 2013-05-06
  • NY RA
    APPROVED
    Since 2021-06-16
  • TX RA
    APPROVED
    Since 2014-02-07
  • NJ RA
    APPROVED
    Since 2013-05-06

Branch Locations

399 Park Avenue 12Th Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc New York NY 03/2016 Present
  • 03/2016 → Present
    Morgan Stanley Smith Barney Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-09
S63 Uniform Securities Agent State Law Examination 2000-06-12
  • S66 Uniform Combined State Law Examination
    2012-03-09
  • S63 Uniform Securities Agent State Law Examination
    2000-06-12
Other Names
  • Judy Gomez
  • Iris Y Gomez

View on SEC IAPD

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