AF
AF

Angelica Fezza

14 Years of Experience
Aventura, FL
Broker

Angelica Fezza is a registered investment advisor at Morgan Stanley, based in Aventura, FL, with 14 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

20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Angelica is the sole proprietor/owner of Valanjoe Investments, LLC, a real estate business in Miami, Florida, since August 2022. She dedicates minimal time to this investment-related activity after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
February 2022 - Present · 4 yrs 3 mos
Morgan Stanley
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLC
May 2021 - December 2021 · 7 mos
J.P. Morgan Securities LLCBroker
May 2021 - December 2021 · 7 mos
Morgan Stanley
August 2015 - May 2021 · 5 yrs 9 mos
Morgan StanleyBroker
July 2015 - May 2021 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2012 - August 2015 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2011 - August 2015 · 3 yrs 11 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.