Angelique M Grimball
Investment adviser representative at Morgan Stanley
27 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- Morgan StanleyJul 2025 to now
- Photography By AngeliqueSep 2001 to now
- Truist BankFeb 2025 to Jun 2025
- TD Ameritrade Inc.Apr 2023 to Dec 2023
- Charles Schwab BankMay 2017 to Jan 2025
- Charles Schwab and Co. Inc.Aug 1999 to Jan 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4019513
- Firm CRD
- 149777