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Angela Lew

27 Years of Experience
San Francisco, CA
Broker

Angela Lew is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 27 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

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Angela is a sole proprietor/owner of rental real estate in American Canyon, California, since 2010. She dedicates minimal time to property management, both during and after business hours.

Employment History
Current Registrations
Morgan Stanley
February 2015 - Present · 11 yrs 3 mos
Morgan StanleyBroker
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
Deutsche Bank Securities INC.
March 2008 - February 2015 · 6 yrs 11 mos
Deutsche Bank Securities INC.Broker
January 2001 - February 2015 · 14 yrs 1 mo
Db Alex. Brown LLCBroker
August 1998 - January 2001 · 2 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Angela Lew - Financial Advisor | TrueAdvisor