Angel Vidal Chavez

CRD 2478276 · Morgan Stanley · San Francisco, CA

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 65Series 63SIESeries 7
Registered states (18): Arizona · California · Colorado · Delaware · Florida · Hawaii · Illinois · Maryland · Massachusetts · Nevada · New Jersey · New Mexico · New York · Ohio · South Carolina · Texas · Virginia · Wisconsin
Years in the industry (source record): 31
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2478276 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (6)

From the source registration record · current first

Morgan StanleyCurrent
San Francisco, CA · IA capacity

Jun 1, 2009 → present
Citigroup Global Markets Inc.
BD capacity

Nov 14, 2008 → Jun 1, 2009
Citigroup Global Markets Inc.
IA capacity

Nov 14, 2008 → Jun 1, 2009
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Jan 27, 2004 → Nov 19, 2008
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Oct 20, 2003 → Nov 19, 2008
Whitehall-Parker Securities, Inc.
BD capacity

Mar 22, 1995 → Nov 15, 1996

Source & corrections

Where this page comes from

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