Angela Maria Gomez

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 12/2016
  Interactive Brokers Llc
  Greenwich, CT
• 12/2016 → 02/2017
  Meyers Associates Lp
  New York, NY
• 02/2017 → 10/2018
  Fairport Advisors, Inc.
  Greenwich, CT
• 01/2019 → 06/2019
  Fairport Capital, Inc.
  Greenwich, CT
• 06/2019 → 09/2021
  Ubs
  Weehawken, NJ
• 10/2021 → 10/2024
  New York Life Insurance Company
  New York, NY
• 10/2022 → 10/2024
  Nylife Securities Llc
  New York, NY
• 11/2022 → 10/2024
  Eagle Strategies Llc
  New York, NY
• 03/2025 → 07/2025
  Idb Capital Corp.
  Aventura, FL
• 10/2024 → 03/2025
  Unemployed
  Gainesville, FL
• 03/2025 → 07/2025
  Phaxis
  New York, NY
• 08/2025 → Present
  Morgan Stanley
  Aventura, FL

Previous Registrations

• 2022-11-30 → 2024-10-25
  Eagle Strategies Llc
  New York, NY
  Ocala, FL
• 2020-09-18 → 2021-08-03
  Ubs Financial Services Inc.
  Weehawken, NJ
• 2017-02-10 → 2018-09-19
  Fairport Advisors, Inc.
  Greenwich, CT
  Scottsdale, AZ
• 2015-08-05 → 2015-12-31
  Swiss Allied Wealth Management, Llc
  New York, NY
• 2012-10-01 → 2013-08-06
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
  New York, NY
• 2011-09-01 → 2012-10-01
  Chase Investment Services Corp.
  Forest Hills, NY
  Woodhaven, NY
  Richmond Hill, NY
  New York, NY
  New York, NY

Other Businesses

*654446 - SUGAR WOODS GVI LLC; Investment related: Yes; REDDICK; Florida; Real Estate; Sole Proprietor/Owner;(proprietor, partner, officer, director, employee, trustee, agent) 12/2022; During business hours: 0.15; After business hours: 0.35; Administrative *654465- GNV HOME GVII LLC; Investment related: Yes; GAINSVILLE, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2006; During business hours: 0.15; After business hours: 0.35; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-08-31
• S63 Uniform Securities Agent State Law Examination
  2001-12-13

Other Names

• Angela Maria Gomez Velez
• Angela Maria Gomez Velez
• Angela Maria Gomez Velez