Angela R Yates

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
NC	RA	APPROVED	2025-01-31
TX	RA	APPROVED_RES	2024-10-23
UT	RA	APPROVED	2024-10-23

NC RA
APPROVED

Since 2025-01-31
TX RA
APPROVED_RES

Since 2024-10-23
UT RA
APPROVED

Since 2024-10-23

Branch Locations

3800 Glenwood Avenue Suite 500, Raleigh, NC 27612 • 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 Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	South Jordan	UT	11/2016	03/2020
Comcast Corporation	Sandy	UT	07/2015	11/2016
Fidelity Brokerage Services Llc	American Fork	UT	03/2020	05/2021
Morgan Stanley	Raleigh	NC	05/2021	Present

11/2016 → 03/2020

Morgan Stanley

South Jordan, UT
07/2015 → 11/2016

Comcast Corporation

Sandy, UT
03/2020 → 05/2021

Fidelity Brokerage Services Llc

American Fork, UT
05/2021 → Present

Morgan Stanley

Raleigh, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-22

S66 Uniform Combined State Law Examination

2024-10-22

Other Names

Angela Bryant
Angela Terry
Angela Terry
Angela Yates
Angela Rae Yates

View on SEC IAPD

Employer firm

Current Employers

Morgan Stanley

Disclosures

Employment History

Exams

Other Names

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