Antonio Gomes has been Chief Executive Officer and Chief Compliance Officer and Director and Managing Member of Advanced Wealth Management since June 2016, is a control person of the firm and directly owns 75% or more of it. Antonio Gomes holds a Bachelor of Business Administration in finance from the University of Massachusetts Amherst and a Master of Business Administration from The University of Texas at Austin.
Advanced Wealth Management, LLC is a Sarasota, FL firm with $111M under management, 168 clients and 3 advisers across 3 offices, as of its August 2026 filing.
Tony Gomes is Founder & CEO of Advanced Wealth Management. After graduate school, he worked as an executive with companies including Quaker Oats, Gatorade and Tropicana. He later worked in venture capital and with broker-dealers including Raymond James Financial Services before establishing Advanced Wealth Management.
Antonio Gomes’ longest registration is the current one, 10 years at Advanced Wealth Management since 2016. Before joining Advanced Wealth Management in 2016, Antonio Gomes was registered through Investors Capital Advisory and Sagepoint Financial, Inc.
- Investors Capital Advisory– · under a yearNokomis, FL · Adviser representative · Firm CRD 30613
- Sagepoint Financial, Inc.– · 2 yearsNokomis, FL · Adviser representative · Firm CRD 133763
- Asset & Financial Planning, LTD– · 6 yearsNokomis, FL · Adviser representative · Firm CRD 110709
- Raymond James Financial Services– · 1 yearSarasota, FL · Adviser representative · Firm CRD 6694
- Lasalle St. Investment Advisors, L.L.C.– · 1 yearOsprey, FL · Adviser representative · Firm CRD 109701
Investment adviser representative registrations
Antonio Gomes is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from August 2016; the most recent is Texas, in August 2026.
- FloridaSince 16 August 2016
- TexasResidentSince 19 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 13 June 2005 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 25 April 2005 |
| Series 66 | Uniform Combined State Law Examination | 17 November 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 December 2002 |
| Series 7 | General Securities Representative Examination | 21 November 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Antonio Pedro Gomes
- CRD
- 4601477
- Firm
- Advanced Wealth Management · CRD 284438
- Role
- Chief Executive Officer; Chief Compliance Officer; Director; Managing Member
- Registration
- Investment adviser registration
- In the industry since
- January 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- boutiquefamilyofficecfo.com
Where does Antonio Gomes work?
Antonio Gomes has been Chief Executive Officer; Chief Compliance Officer; Director; Managing Member of Advanced Wealth Management, LLC since June 2016, and is a control person of the firm.
Is Antonio Gomes a financial advisor?
Yes. Antonio Gomes has a current investment-adviser registration in Florida and Texas, through Advanced Wealth Management since August 2016.
How many years of experience does Antonio Gomes have?
Antonio Gomes has 23 years in the financial industry, since January 2003, across 6 adviser firms.
What exams has Antonio Gomes passed?
Antonio Gomes has passed 5 licensing exams: the Series 7, Series 63, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in November 2002. FINRA credited Antonio Gomes with the SIE, which began in October 2018.
Where did Antonio Gomes work before Advanced Wealth Management?
Before Advanced Wealth Management, Antonio Gomes was registered through Sagepoint Financial, Inc., July 2013 to January 2016; Asset & Financial Planning, LTD, July 2006 to April 2013; Raymond James Financial Services, March 2005 to April 2006; Lasalle St. Investment Advisors, L.L.C., February 2004 to March 2005.
Is Antonio Gomes registered with FINRA?
No. Antonio Gomes has no current broker registration.
How can I verify Antonio Gomes’ record?
Search CRD 4601477 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Antonio Gomes’ full registration record.