Angelica Marie Barron-Santella

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

• 05/2016 → 04/2019
  State Farm
  Tempe, AZ
• 05/2019 → 01/2020
  Mutual Of Omaha Investor Services
  Phoenix, AZ
• 05/2019 → 01/2020
  Mutual Of Omaha Insurance Company
  Phoenix, AZ
• 02/2020 → 08/2022
  Bmo Harris
  Goodyear, AZ
• 08/2022 → 04/2025
  Ubs Financial Services, Inc.
  Scottsdale, AZ
• 05/2025 → Present
  Morgan Stanley
  Scottsdale, AZ
• 10/2023 → 02/2024
  Vivienne Atelier Bridal
  Phoenix, AZ

Previous Registrations

• 2023-11-30 → 2025-04-29
  Ubs Financial Services Inc.
  Phoenix, AZ
  Scottsdale, AZ
  Scottsdale, AZ
• 2019-10-29 → 2020-02-07
  Mutual Of Omaha Investor Services, Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-11-29
• S65 Uniform Investment Adviser Law Examination
  2019-10-24

Other Names

• Jelly Santella
• Angelica Barron-Santella
• Angelica Mari Barron-Santella
• Angelica Marie Barron-Santella