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Angela Vanese Mizell

Morgan Stanley

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About Angela Vanese Mizell

Angela Mizell is a financial advisor with over 25 years of experience in the financial services industry. She is currently registered with Morgan Stanley and has previously held positions with E*TRADE SECURITIES LLC, FIRST LEGACY SECURITIES, LLC, SUNTRUST INVESTMENT SERVICES, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, and PFS INVESTMENTS INC. Angela holds Series 6, 7, 26, and 63 licenses, as well as the SIE exam. Angela has a broad range of experience in financial planning, portfolio management, and investment advisory services. Angela specializes in working with high-net-worth individuals, corporations, and institutions.

Firm Information

Angela Mizell is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Angela Mizell’s Registration & Firm History

GA

09/05/2023 - Present

Morgan Stanley (Alpharetta GA)

GA

06/04/2010 - 09/05/2023

E*TRADE SECURITIES LLC (ALPHARETTA GA)

AL

05/05/2008 - 11/13/2009

FIRST LEGACY SECURITIES, LLC (HELENA AL)

GA

12/05/2005 - 05/14/2007

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

MA

10/27/1998 - 09/10/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

10/27/1998 - 09/10/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

GA

12/06/1993 - 07/27/1998

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 06/20/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2006

Series 7 - General Securities Representative Examination

BC

Issued 12/03/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Angela Vanese Mizell.
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