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Angela Marcheschi

21 Years of Experience
Menlo Park, CA
Broker

Angela Marcheschi is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 21 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

2775 Sand Hill Road, Suite 120, Menlo Park, CA, 94025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Angela is a sole proprietor of an AirBnB since 2016, dedicating minimal time. She is also a sole proprietor/owner of Wayfinder Life Coach since 2022, spending a few hours per week as a life coach.

Employment History
Current Registrations
Morgan StanleyBroker
October 2013 - Present · 12 yrs 7 mos
Morgan Stanley
October 2013 - Present · 12 yrs 7 mos
Previous Registrations
Deutsche Bank Securities INC.
April 2005 - September 2013 · 8 yrs 5 mos
Deutsche Bank Securities INC.Broker
November 2004 - September 2013 · 8 yrs 10 mos
Hambrecht & Quist LLCBroker
August 1999 - November 1999 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.