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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

Angela Lestrade

Advisor at ADVICE AND PLANNING SERVICES

STONY POINT, NY | Iselin, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7652fcc6-8045-e18e-a70c-d8bc015321a8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 18, 2006 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVICE AND PLANNING SERVICES
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 18, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Oct 30, 2017
First registration: Jul 18, 2006
Dual registered: yes, broker-dealer
Other names: ANGELA NICOLE LESTRADE|ANGELA N LESTRADE|Angela Lestrade McClean
IAPD individual key: 3249053

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Mar 19, 2024	n/a	yes	Iselin, NJ\|STONY POINT, NY	Current employment
MORGAN STANLEY	Wirehouse	Dec 18, 2017	Aug 20, 2019	no	PURCHASE, NY\|PURCHASE, NY\|New York, NY\|PURCHASE, NY\|New York, NY\|Purchase, NY\|MOUNT KISCO, NY\|PARAMUS, NJ\|Paramus, NJ\|Warren, NJ\|Paramus, NJ\|PEARL RIVER, NY\|PURCHASE, NY	Previous registration
ALLIANZ GLOBAL INVESTORS MANAGED ACCOUNTS LLC	Former SEC adviser	Jul 18, 2006	May 22, 2007	no	STAMFORD, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	ADVICE AND PLANNING SERVICES	Aug 20, 2019	Mar 19, 2024	1,673	Firm change after gap	Wirehouse to ibd
ALLIANZ GLOBAL INVESTORS MANAGED ACCOUNTS LLC	MORGAN STANLEY	May 22, 2007	Dec 18, 2017	3,863	Firm change after gap	Other

Relationships

Registered with (3)

→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: current employment
Mar 19, 2024 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Dec 18, 2017 to Aug 20, 2019factForm ADV
→ ALLIANZ GLOBAL INVESTORS MANAGED ACCOUNTS LLCRegistered adviserregistration: previous registration
Jul 18, 2006 to May 22, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7652fcc6-8045-e18e-a70c-d8bc015321a8
First observed: Jul 18, 2006
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Angela Lestrade

Advisor at ADVICE AND PLANNING SERVICES

STONY POINT, NY | Iselin, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7652fcc6-8045-e18e-a70c-d8bc015321a8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:04 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ADVICE AND PLANNING SERVICES

Bd affiliated wealth

Mar 19, 2024

n/a

yes

Iselin, NJ|STONY POINT, NY

Current employment

MORGAN STANLEY

Wirehouse

Dec 18, 2017

Aug 20, 2019

Previous registration

ALLIANZ GLOBAL INVESTORS MANAGED ACCOUNTS LLC

Former SEC adviser

Jul 18, 2006

May 22, 2007

STAMFORD, CT

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MORGAN STANLEY

ADVICE AND PLANNING SERVICES

Aug 20, 2019

Mar 19, 2024

1,673

Firm change after gap

Wirehouse to ibd

ALLIANZ GLOBAL INVESTORS MANAGED ACCOUNTS LLC

MORGAN STANLEY

May 22, 2007

Dec 18, 2017

3,863

Firm change after gap

Other