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Angelique Simone Delaney Seitz

Morgan Stanley

Walnut Creek, CA

San Rafael, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-04-07
TX RA APPROVED_RES 2023-04-06
  • CA RA
    APPROVED
    Since 2023-04-07
  • TX RA
    APPROVED_RES
    Since 2023-04-06

Branch Locations

1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States

1101 5Th Avenue Suite 275, San Rafael, CA 94901 • 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
First Republic Investment Management San Francisco CA 10/2012 04/2023
First Republic Securities Company, Llc San Francisco CA 05/2014 04/2023
Morgan Stanley Walnut Creek CA 04/2023 Present
Morgan Stanley Private Bank, N.A New York NY 01/2025 Present
  • 10/2012 → 04/2023
    First Republic Investment Management
    San Francisco, CA
  • 05/2014 → 04/2023
    First Republic Securities Company, Llc
    San Francisco, CA
  • 04/2023 → Present
    Morgan Stanley
    Walnut Creek, CA
  • 01/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2018-11-30 → 2023-05-03
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-30
  • S66 Uniform Combined State Law Examination
    2018-11-30
Other Names
  • Angelique Simone Delaney
  • Angelique S. Seitz

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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