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Angelyn Breda is a registered investment advisor at Morgan Stanley, based in Millsriver, NC, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
Millsriver, NC
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Regulatory History (1)
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Customer Dispute
November 2008Denied
Other Business Activities
Angelyn serves as a Trustee/Co-Trustee in Sarasota, Florida since February 2020, handling check signing/funds disbursements, investment decisions/advice, and estate administration. This activity requires minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
September 2013 - Present · 12 yrs 8 mos
Morgan StanleyBroker
August 2013 - Present · 12 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 1983 - August 2013 · 30 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1981 - August 2013 · 31 yrs 10 mos
State Registrations26 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.