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Rodolfo Angeles

Morgan Stanley

Miami, FL

CRD 7965692

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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
TX RA APPROVED 2025-08-22
FL RA APPROVED 2025-08-15
  • TX RA
    APPROVED
    Since 2025-08-22
  • FL RA
    APPROVED
    Since 2025-08-15

Branch Locations

200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • 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
Unemployed Lima 01/2016 08/2017
Deportivo Municipal Lima 08/2017 12/2020
Student Lima 01/2020 07/2021
Student Lima OH 08/2021 06/2024
Unemployed Miami FL 07/2024 10/2024
Northwestern Mutual Life Insurance Company Milwaukee WI 09/2024 08/2025
Northwestern Mutual Investment Services Llc Coral Gables FL 09/2024 08/2025
Morgan Stanley Miami FL 08/2025 Present
  • 01/2016 → 08/2017
    Unemployed
    Lima
  • 08/2017 → 12/2020
    Deportivo Municipal
    Lima
  • 01/2020 → 07/2021
    Student
    Lima
  • 08/2021 → 06/2024
    Student
    Lima, OH
  • 07/2024 → 10/2024
    Unemployed
    Miami, FL
  • 09/2024 → 08/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 09/2024 → 08/2025
    Northwestern Mutual Investment Services Llc
    Coral Gables, FL
  • 08/2025 → Present
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-30
S63 Uniform Securities Agent State Law Examination 2025-05-21
  • S66 Uniform Combined State Law Examination
    2025-06-30
  • S63 Uniform Securities Agent State Law Examination
    2025-05-21
Other Names
  • Rodolfo Jesus Angeles
  • Tito Angeles
  • Rodolfo J Angeles Zuniga
  • Rodolfo Angeles Zuniga

View on SEC IAPD

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