AC
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Angel Chavez
24 Years of Experience
San Francisco, CA
1 DisclosureBroker
Angel Chavez is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 24 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
555 California Street, 35th Floor, San Francisco, CA, 94104
Get directionsHistory
Regulatory History (1)
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Criminal
December 1989Final Disposition
Other Business Activities
Angel is affiliated with a business at 131 Steuart Street, San Francisco, CA since October 2009. Angel spends minimal time on this activity each month.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
November 2008 - June 2009 · 7 mos
Citigroup Global Markets INC.
November 2008 - June 2009 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2004 - November 2008 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2003 - November 2008 · 5 yrs 1 mo
Whitehall-Parker Securities, INC.Broker
March 1995 - November 1996 · 1 yr 8 mos
State Registrations18 states
AZCACODEFLHIILMAMDNJNMNVNYOHSCTXVAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.