Claudia Gudino Morales Angeja

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

• 12/2015 → 09/2016
  Yardi Systems
  Santa Ana, CA
• 09/2016 → 12/2018
  Morgan Stanley
  Menlo Park, CA
• 12/2018 → 07/2025
  Wells Fargo Clearing Services, Llc
  Mountain View, CA
• 07/2025 → Present
  Morgan Stanley
  San Mateo, CA

Previous Registrations

• 2018-12-20 → 2025-07-10
  Wells Fargo Clearing Services, Llc
  Palo Alto, CA
  San Leandro, CA
  Mountain View, CA
  Roseville, CA
  San Francisco, CA
  San Jose, CA
  San Jose, CA
  Roseville, CA
  El Dorado Hills, CA
  Rescue, CA
• 2017-11-06 → 2018-12-11
  Morgan Stanley
  Santa Cruz, CA
  Menlo Park, CA

Other Businesses

*650491- Rental Property; Investment related: Yes; Fair Oaks, California; Rental Property; Joint owner of property (proprietor, partner, officer, director, employee, trustee, agent); 12/2023; During business hours: 0; After business hours: 0; joint owner of property *671387- Rental Property; Investment related: Yes; Rescure, California; Rental Property; HOME OWNER / Rental Property (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 0; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2017-11-06

Other Names

• Clauida Gudino Morales
• Claudia Gudino Morales