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Angela Rogers
18 Years of Experience
South Jordan, UT
1 DisclosureBroker
Angela Rogers is a registered investment advisor at Morgan Stanley, based in South Jordan, UT, with 18 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
680 West 10000 South, South Jordan, UT, 84095
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
March 2005Other Business Activities
Angela works as a contractor for Etsy, an online retail store, handling sales and marketing. This takes about 10-20% of her time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
June 2012 - Present · 13 yrs 11 mos
Morgan Stanley
January 2010 - Present · 16 yrs 4 mos
Morgan StanleyBroker
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
Wells Fargo Investments, LLCBroker
February 2009 - October 2009 · 8 mos
TD Ameritrade, INC.Broker
October 2008 - January 2009 · 3 mos
E*trade Securities LLCBroker
March 2007 - February 2008 · 11 mos
State Registrations1 state
UT
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.