Angela Susanne Schlafke

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Los Angeles, CA
• 11/2016 → 06/2022
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA
• 06/2022 → Present
  Morgan Stanley Smith Barney Llc
  Long Beach, CA
• 06/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-10-31 → 2022-06-10
  Wells Fargo Clearing Services, Llc
  Seal Beach, CA
  Garden Grove, CA
  El Segundo, CA
  Garden Grove, CA
  Seal Beach, CA
  Irvine, CA
• 2009-06-01 → 2014-11-06
  Morgan Stanley
  Long Beach, CA
  Long Beach, CA
• 2008-05-28 → 2009-06-01
  Citigroup Global Markets Inc.
  Long Beach, CA

Other Businesses

*504401 -  Rental Property, Investment related: Yes; Leimen, Germany; Real Estate; Partner, Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2001; During business hours: 0; After business hours: 0.50; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2008-05-22

Other Names

• Angela Susanne Ritzer
• Angela Suzanne Clark