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Suna Yalaz-Angell

Morgan Stanley

Palo Alto, CA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-05-05
TX RA APPROVED 2023-05-05
  • CA RA
    APPROVED
    Since 2023-05-05
  • TX RA
    APPROVED
    Since 2023-05-05

Branch Locations

1400 Page Mill Road, Palo Alto, CA 94304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 03/2017 05/2023
Parallel Advisors San Francisco CA 08/2016 03/2017
Bank Of America, N.A. San Francisco CA 07/2017 05/2023
Morgan Stanley Smith Barney Llc Palo Alto CA 05/2023 Present
Morgan Stanley Private Bank, N.A New York NY 06/2023 Present
  • 03/2017 → 05/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, CA
  • 08/2016 → 03/2017
    Parallel Advisors
    San Francisco, CA
  • 07/2017 → 05/2023
    Bank Of America, N.A.
    San Francisco, CA
  • 05/2023 → Present
    Morgan Stanley Smith Barney Llc
    Palo Alto, CA
  • 06/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-03
S63 Uniform Securities Agent State Law Examination 2007-06-01
  • S66 Uniform Combined State Law Examination
    2017-05-03
  • S63 Uniform Securities Agent State Law Examination
    2007-06-01
Designations
Other Names
  • Angell Suna Yalaz
  • Suna Yalaz

View on SEC IAPD

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