Best Investors Account Sign in

Angelo John Loumbas

Morgan Stanley

Purchase, NY

White Plains, NY

CRD 5856679

Claim This Profile
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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
CT RA APPROVED 2018-07-25
  • NY RA
    APPROVED
    Since 2021-06-16
  • CT RA
    APPROVED
    Since 2018-07-25

Branch Locations

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

White Plains, NY • 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
Wells Fargo & Company Greenwich CT 07/2016 07/2018
Morgan Stanley Smith Barney Llc New York NY 07/2018 Present
  • 07/2016 → 07/2018
    Wells Fargo & Company
    Greenwich, CT
  • 07/2018 → Present
    Morgan Stanley Smith Barney Llc
    New York, NY
Previous Registrations
  • 2011-02-10 → 2016-08-15
    Morgan Stanley
    Chicago, IL
    New York, NY
    Chicago, IL
    Purchase, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-09
  • S66 Uniform Combined State Law Examination
    2011-02-09
Other Names
  • Angelo Loumbas

View on SEC IAPD

More in Purchase, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor