DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Angela Lynn Helmus-O'Brien
Certified Financial Planner
Feed of 09/15/2026
Also filed as Angela Lynn Schiffers
At current firm
9 y
since Feb 22, 2017
In the industry
36 y
since Sep 4, 1990 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Steward Partners Investment Advisory, LLC BD affiliated currentsince Feb 22, 2017 · Clearwater, Fl
- Morgan Stanley wirehouseJun 1, 2009 to Feb 21, 2017 · Clearwater, Fl
- Morgan Stanley & Co. LLC unclassifiedApr 2, 2007 to Jun 1, 2009 · Clearwater, Fl
- Morgan Stanley Dw Inc. unclassifiedMar 3, 2004 to Apr 2, 2007 · Clearwater, Fl
- Ameriprise Financial Services, LLC national BDSep 4, 1990 to Mar 3, 2004 · Clearwater, Fl
Moves
a registration end followed by a registration begin elsewhere
- Morgan Stanley to Steward Partners Investment Advisory, LLCleft Feb 21, 2017, registered Feb 22, 2017 (1 days) · Other · moved with a team
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLCleft Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
- Ameriprise Financial Services, LLC to Morgan Stanley Dw Inc.left Mar 3, 2004, registered Mar 3, 2004 (0 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address