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Angelina Mcclellan

13 Years of Experience
Santa Cruz, CA
Broker

Angelina Mcclellan is a registered investment advisor at Morgan Stanley, based in Santa Cruz, CA, with 13 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

6004 La Madrona Drive, Santa Cruz, CA, 95060

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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

Angelina serves as a trustee or co-trustee for multiple trusts since 2020. These activities are investment-related and require minimal time.

Employment History
Current Registrations
Morgan Stanley
November 2013 - Present · 12 yrs 6 mos
Morgan StanleyBroker
October 2012 - Present · 13 yrs 7 mos
State Registrations36 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.