Angelo
Loumbas

Morgan Stanley

CRD#5856679
Investment Advisor
in New York, NY
Are you Angelo Loumbas? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Disclosures

No

Office Location

1585 Broadway
New York, NY 10036

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

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

26,000

NY Average: 88
Total Number of Accounts

1,724,668

NY Average: 3,892
Average Account Size

$426,340

NY Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 years)

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

Disclosures

Angelo Loumbas has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started