Carlos J. Angel

MURPHY CLARKE WILLIAMS & STONE LLC

MIAMI BEACH, FL 33139

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CRD#: 5180974

Professional summary

Carlos Jose Angel, who also goes by Carlos J Angel, is a registered financial advisor currently at MURPHY CLARKE WILLIAMS & STONE LLC located in Miami Beach, Florida.

Carlos is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Carlos has worked at 6 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Carlos J Angel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carlos Jose Angel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 6, 2026 - Present

MURPHY CLARKE WILLIAMS & STONE LLC

Office #1: 429 Lenox Ave Suite 416, Miami Beach, FL 33139

RIA

CRD#: 330290

MIAMI BEACH, FL

Past

September 21, 2023 - December 31, 2025

BRB FINANZ USA

RIA

CRD#: 325760

MIAMI BEACH, FL

Past

November 22, 2021 - August 7, 2023

ALIYA CAPITAL PARTNERS LLC

RIA

CRD#: 305988

MIAMI, FL

Past

September 28, 2009 - January 13, 2010

GFG SECURITIES, LLC

CRD#: 132602

MIAMI, FL

Past

January 19, 2007 - August 8, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

MIAMI, FL

Past

October 18, 2006 - January 31, 2007

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MURPHY CLARKE WILLIAMS & STONE LLC

CRD#: 330290 / SEC#: 801-130070

RIA

Registered Investment Advisory firm - (4/25/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/6/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/13/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 10/17/2006

General Securities Representative Examination

Current Firm

MURPHY CLARKE WILLIAMS & STONE LLC

CRD#: 330290 / SEC#: 801-130070

RIA

Registered Investment Advisory firm - (4/25/2024 Approved)

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Contact information

Main Address

2222 Ponce De Leon Blvd Suite 503, Coral Gables, FL 33134

Mailing Address

Phone number

(305) 954-1521

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MCWS ADVISORY BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 158,922,706

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Carlos J. Angel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carlos Jose Angel's CRS (Customer Relationship Summary).

Certified licenses

Experience

MURPHY CLARKE WILLIAMS & STONE LLC

BRB FINANZ USA

ALIYA CAPITAL PARTNERS LLC

GFG SECURITIES, LLC

MORGAN STANLEY & CO. LLC

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

MURPHY CLARKE WILLIAMS & STONE LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/13/2020

Series 7

Date: 10/17/2006

Current Firm

MURPHY CLARKE WILLIAMS & STONE LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MURPHY CLARKE WILLIAMS & STONE LLC

TRUST BUT VERIFY

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