Angela Yates is a registered investment advisor at Morgan Stanley, based in Raleigh, NC, with 5 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
3800 Glenwood Avenue, Suite 500, Raleigh, NC, 27612
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Regulatory History (1)
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Criminal
July 2015Final Disposition
Employment History
Current Registrations
Morgan Stanley
October 2024 - Present · 1 yr 7 mos
Morgan StanleyBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
April 2020 - May 2021 · 1 yr 1 mo
Morgan StanleyBroker
January 2019 - March 2020 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.