Angela Yu Alldredge

CRD 2556333 · Morgan Stanley · Rancho Sante Fe, CA

IA RegisteredBroker

Also appears in the source record as: Angela Alldredge; Angela Yu Yu Alldredge; Angela Ying Yu; Angela Yu; Ying Yu

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 66Series 63Series 26SIESeries 7Series 6
Registered states (9): California · Delaware · Florida · Massachusetts · Nevada · New Jersey · New York · South Dakota · Virgin Islands
Years in the industry (source record): 32
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

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 (11)

From the source registration record · current first

Morgan StanleyCurrent
Rancho Sante Fe, CA · IA capacity

Oct 25, 2024 → present
Citigroup Global Markets Inc.
BD capacity

Feb 25, 2019 → Oct 31, 2024
Citi Private Alternatives, LLC
BD capacity

Feb 25, 2019 → Oct 31, 2024
Citigroup Global Markets Inc.
IA capacity

Feb 25, 2019 → Oct 31, 2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Oct 21, 2013 → Dec 18, 2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Oct 18, 2013 → Dec 18, 2018
Hsbc Securities (USA) Inc.
IA capacity

Mar 13, 2012 → Aug 28, 2013
Hsbc Securities (USA) Inc.
BD capacity

Oct 12, 2009 → Aug 28, 2013
Banc Of America Investment Services, Inc.
BD capacity

Mar 29, 2000 → Apr 28, 2009
Ba Investment Services, Inc.
BD capacity

Jan 14, 1997 → Apr 16, 1999
Wells Fargo Securities Inc.
BD capacity

Dec 20, 1994 → Oct 17, 1995

Source & corrections

Where this page comes from

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