Angelica Paiva is a registered investment advisor at Morgan Stanley, based in Bethesda, MD, with 6 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
7500 Old Georgetown Road 10th Floor, Bethesda, MD, 20814
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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
April 2022 - Present · 4 yrs 1 mo
Morgan StanleyBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
RBC Capital Markets, LLC
June 2020 - April 2022 · 1 yr 10 mos
RBC Capital Markets, LLCBroker
June 2020 - April 2022 · 1 yr 10 mos
Wells Fargo Clearing Services, LLC
July 2019 - June 2020 · 11 mos
Wells Fargo Clearing Services, LLCBroker
April 2019 - June 2020 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.