Angelina D Mcclellan

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

• 11/2011 → 11/2017
  Morgan Stanley
  Scotts Valley, CA
• 11/2017 → Present
  Morgan Stanley
  Scotts Valley, CA

Other Businesses

*392933 - Trust; Investment related -Yes; Soquel, California; Trustee; 08/2020; During business hours: 1; After business hours: 2; *394904 - Trust; Investment related - Yes; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); Mar 2020; During business hours: 1; After business hours: 2;

Exams

• S66 Uniform Combined State Law Examination
  2013-11-18

Other Names

• Angelina Renee Downing