AF
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Angel Ferreira
9 Years of Experience
Land O lakes, FL
1 DisclosureBroker
Angel Ferreira is a registered investment advisor at Morgan Stanley, based in Land O lakes, FL, with 9 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
Land O lakes, FL
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Regulatory History (1)
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Financial
May 2022Final
Other Business Activities
Angel is the sole proprietor and owner of I4 Trading Card Company, a retail and online store, since November 2024. Angel dedicates about a quarter of their time to business development and growth after business hours.
Employment History
Current Registrations
Morgan Stanley
March 2022 - Present · 4 yrs 4 mos
Morgan StanleyBroker
May 2021 - Present · 5 yrs 2 mos
Previous Registrations
E*trade Securities LLCBroker
October 2022 - November 2022 · 1 mo
Nylife Securities LLCBroker
December 2020 - February 2021 · 2 mos
Wells Fargo Clearing Services, LLCBroker
October 2016 - October 2020 · 4 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.