Angelica Cui (CRD# 1418401) is an Investment Advisor Representative working at Morgan Stanley in Beverly Hills, CA and has over 36 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Beverly Hills, CA | Aug 2021 - Current | 2 |
| Oppenheimer & Company Inc. | Los Angeles, CA | Sep 2019 - Aug 2021 | 1 |
| Unemployed | San Francisco, CA | Feb 2019 - Sep 2019 | < 1 |
| Granite Solutions Groupe | San Francisco, CA | Nov 2018 - Jan 2019 | < 1 |
| Unemployed | San Francisco, CA | Jul 2018 - Nov 2018 | < 1 |
| First Republic Investment Management | Honolulu, HI | Mar 2015 - Jun 2018 | 3 |
| First Republic Investment Management | Honolulu, HI | May 2014 - Mar 2015 | < 1 |
| Unemployed | San Francisco, CA | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1987 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- CA
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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