Christopher Gomez, financial advisor San Francisco CA
93 score

Christopher Gomez

CRD Number: 1929863
Current Firm: Morgan Stanley

Christopher Gomez (CRD# 1929863) is an Investment Advisor Representative working at Morgan Stanley in San Francisco, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney San Francisco, CA Jun 2009 - Current 8
Morgan Stanley & Company, Incorporated San Francisco, CA Apr 2007 - Current 10
Morgan Stanley Dw, Inc. San Francisco, CA Nov 2006 - Apr 2007 < 1
Wm Financial Services, Inc. San Rafael, CA Jul 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2001
Contact Info for Christopher J. Gomez
Phone Number: 914-225-5510
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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