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Angel A Ferreira

Investment adviser representative at Morgan Stanley
7 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

7 years in the industry.

  1. Morgan StanleyMar 2022 to now
  2. Morgan Stanley Smith Barney LLCMar 2021 to now
  3. E*trade Securities LLCOct 2022 to Nov 2022
  4. Nylife Securities LLCDec 2020 to Feb 2021
  5. New York Life Insurance Co.Nov 2020 to Feb 2021
  6. Wells Fargo Clearing Services, LLCNov 2016 to Oct 2020
  7. Wells Fargo Advisors, LLC.Aug 2016 to Nov 2016
  8. Wells Fargo Bank NAAug 2015 to Oct 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
6694799
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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