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Antonio Pedro Gomes

Advanced Wealth Management

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About Antonio Pedro Gomes

Antonio Pedro Gomes is an investment advisor representative with Advanced Wealth Management. Antonio is a licensed investment advisor representative, with experience in the financial services industry since 2002. Antonio has experience working with high net worth individuals, individuals other than high net worth, insurance companies, and charitable organizations. Antonio has been registered with the state of Florida since 2016. Antonio holds a Series 63, Series 66, Series 7, Series 9, and Series 10 license. Antonio has offices located in Sarasota, Florida.

Firm Information

Antonio Gomes is currently registered with Advanced Wealth Management. Advanced Wealth Management is a financial advisory firm based in Florida. They offer financial planning, pension consulting, educational seminars, and portfolio management for individuals and high-net-worth individuals. Their client base consists of 17 high-net-worth individuals and 155 individuals other than high-net-worth. They manage approximately $73.2 million in assets.

$73.22M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Antonio Gomes’s Registration & Firm History

FL

08/16/2016 - Present

Advanced Wealth Management (SARASOTA FL)

FL

12/18/2015 - 09/14/2016

INVESTORS CAPITAL CORP. (NOKOMIS FL)

FL

03/15/2013 - 01/12/2016

SAGEPOINT FINANCIAL, INC. (NOKOMIS FL)

FL

06/19/2006 - 04/10/2013

PRIME CAPITAL SERVICES, INC. (NOKOMIS FL)

FL

02/22/2005 - 04/27/2006

RAYMOND JAMES FINANCIAL SERVICES, INC. (SARASOTA FL)

IL

01/07/2004 - 02/22/2005

LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)

MA

11/22/2002 - 01/09/2004

MOORS & CABOT, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 11/17/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/13/2005

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/25/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/14/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 5 public disclosures for Antonio Pedro Gomes. Review regulatory record here.
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