Angel A Ferreira

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-03-06
FL	RA	APPROVED	2022-03-28

TX RA
APPROVED_RES

Since 2023-03-06
FL RA
APPROVED

Since 2022-03-28

Branch Locations

Land O Lakes, FL • United States

4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors, Llc.	Tampa	FL	08/2016	11/2016
Wells Fargo Bank Na	Tampa	FL	08/2015	10/2020
Wells Fargo Clearing Services, Llc	Tampa	FL	11/2016	10/2020
New York Life Insurance Co.	Tampa	FL	11/2020	02/2021
Nylife Securities Llc	Tampa	FL	12/2020	02/2021
Morgan Stanley Smith Barney Llc	Tampa	FL	03/2021	Present
E*Trade Securities Llc	Temple Terrace	FL	10/2022	11/2022

08/2016 → 11/2016

Wells Fargo Advisors, Llc.

Tampa, FL
08/2015 → 10/2020

Wells Fargo Bank Na

Tampa, FL
11/2016 → 10/2020

Wells Fargo Clearing Services, Llc

Tampa, FL
11/2020 → 02/2021

New York Life Insurance Co.

Tampa, FL
12/2020 → 02/2021

Nylife Securities Llc

Tampa, FL
03/2021 → Present

Morgan Stanley Smith Barney Llc

Tampa, FL
10/2022 → 11/2022

E*Trade Securities Llc

Temple Terrace, FL

Other Businesses

*619768 - I4 TRADING CARD COMPANY; Investment related: Yes; LAND O LAKES, Florida; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 0; After business hours: 49; Business Development/Growth

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-26
S63	Uniform Securities Agent State Law Examination	2016-10-19

S66 Uniform Combined State Law Examination

2022-03-26
S63 Uniform Securities Agent State Law Examination

2016-10-19

Other Names

Angel Ferreira
Angel Alexis Ferreira
Angel Alexis Ferreira Suarez
Angel A Ferreira Suarez

View on SEC IAPD