Morgan Stanley

Investment Advisor
in New York, NY
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About this Advisor

Angelo Loumbas is a financial advisor working out of New York, New York, who has 10 years of financial industry experience. Loumbas works at Morgan Stanley. Their career trajectory has included roles at Morgan Stanley Smith Barney LLC, Wells Fargo & Company and Bank Of America. Loumbas has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Connecticut. Morgan Stanley is a company that has its headquarters in New York, New York. The investment advisory business has offices in 702 locations and a total of 26,000 employees. It manages $735 billion in assets across its 1,724,668 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 283 charitable organizations. Morgan Stanley provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees are based on which service is offered. Fee types charged by Morgan Stanley likely are comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others



Office Location

1585 Broadway
New York, NY 10036

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Morgan Stanley Brokerage Details

Total Assets Under Management


NY Average: $7,464,549,021
Total Number of Employees


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Angelo Loumbas Work History

Angelo has 10 years of experience.

2018 - Present (1 year)

Morgan Stanley Smith Barney LLC

2016 - 2018 (2 years)

Wells Fargo & Company

2010 - 2016 (6 years)

Morgan Stanley Smith Barney LLC

2008 - 2010 (2 years)

Bank Of America


Angelo Loumbas has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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