Angela Alldredge is a registered investment advisor at Morgan Stanley, based in Rancho Sante Fe, CA, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
6041 La Flecha, Post Off Box 415, Rancho Sante Fe, CA, 92067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Angela owns rental properties in Irvine, CA and San Diego, CA, managing them as needed since 2021. These activities require minimal time and are investment-related.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citi Private Alternatives, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
Wells Fargo Securities INC.Broker
State Registrations9 states
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