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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

ANGELA Maria GOMEZ

Advisor at MORGAN STANLEY

Aventura, FL

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Search this name across graphsid dfx:ria:fbaf83bd-2e0c-d10c-d3cd-93eb0b3bff25

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Sep 1, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 13, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Dec 13, 2001
First registration: Sep 1, 2011
Dual registered: yes, broker-dealer
Other names: Angela Maria Gomez Velez|Angela Maria Gomez Velez|Angela Maria Gomez Velez
IAPD individual key: 4269877

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Aug 27, 2025	n/a	yes	Aventura, FL	Current employment
EAGLE STRATEGIES LLC	Bd affiliated wealth	Nov 30, 2022	Oct 25, 2024	no	NEW YORK, NY\|Ocala, FL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Sep 18, 2020	Aug 3, 2021	no	WEEHAWKEN, NJ	Previous registration
FAIRPORT ADVISORS, INC.	State registered	Feb 10, 2017	Sep 19, 2018	no	GREENWICH, CT\|SCOTTSDALE, AZ	Previous registration
SWISS ALLIED WEALTH MANAGEMENT, LLC	n/a	Aug 5, 2015	Dec 31, 2015	no	NEW YORK, NY	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Aug 6, 2013	no	NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Sep 1, 2011	Oct 1, 2012	no	FOREST HILLS, NY\|WOODHAVEN, NY\|RICHMOND HILL, NY\|NEW YORK, NY\|NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EAGLE STRATEGIES LLC	MORGAN STANLEY	Oct 25, 2024	Aug 27, 2025	306	Firm change	Ibd to wirehouse
UBS FINANCIAL SERVICES INC.	EAGLE STRATEGIES LLC	Aug 3, 2021	Nov 30, 2022	484	Firm change after gap	Wirehouse to ibd
FAIRPORT ADVISORS, INC.	UBS FINANCIAL SERVICES INC.	Sep 19, 2018	Sep 18, 2020	730	Firm change after gap	Other
SWISS ALLIED WEALTH MANAGEMENT, LLC	FAIRPORT ADVISORS, INC.	Dec 31, 2015	Feb 10, 2017	407	Firm change after gap	Other
J.P. MORGAN SECURITIES LLC	SWISS ALLIED WEALTH MANAGEMENT, LLC	Aug 6, 2013	Aug 5, 2015	729	Firm change after gap	Other
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other

Relationships

Registered with (7)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Aug 27, 2025 to presentfactForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Nov 30, 2022 to Oct 25, 2024factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Sep 18, 2020 to Aug 3, 2021factForm ADV
→ FAIRPORT ADVISORS, INC.Registered adviserregistration: previous registration
Feb 10, 2017 to Sep 19, 2018factForm ADV
→ SWISS ALLIED WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 5, 2015 to Dec 31, 2015factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Aug 6, 2013factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Sep 1, 2011 to Oct 1, 2012factForm ADV

Dated events

Occurred
Oct 25, 2024
Advisor changed firm
Angela Maria Gomez left Eagle Strategies Llc for Morgan Stanley (registered 2025-08-27)
Form ADVobserved 4 days ago