Angelica Marie Barron-santella
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Angelica Marie Barron-santella? Claim your profile
Contact this firm
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
10 years in the industry.
- Morgan StanleyMay 2025 to now
- Vivienne Atelier BridalOct 2023 to Feb 2024
- UBS Financial Services, Inc.Aug 2022 to Apr 2025
- BMO HarrisFeb 2020 to Aug 2022
- Mutual of Omaha Insurance CompanyMay 2019 to Jan 2020
- Mutual of Omaha Investor ServicesMay 2019 to Jan 2020
- State FarmMay 2016 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7114463
- Firm CRD
- 149777