Suna Yalaz-Angell is a CFP-designated registered investment advisor at Morgan Stanley, based in Palo Alto, CA, 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
1400 Page Mill Road, Palo Alto, CA, 94304
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
May 2023 - Present · 3 yrs 4 mos
Morgan StanleyBroker
May 2023 - Present · 3 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2017 - May 2023 · 6 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2017 - May 2023 · 6 yrs 2 mos
First Republic Securities Company, LLCBroker
February 2014 - July 2016 · 2 yrs 5 mos
Ameritas Investment CORP.Broker
November 2013 - February 2014 · 3 mos
Credit Suisse Securities (USA) LLCBroker
March 2008 - October 2013 · 5 yrs 7 mos
Legend Merchant Group, INC.Broker
April 2007 - April 2008 · 1 yr
State Registrations14 states
AZCACODEHIILMANCNMNYORTXUTWA
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.