Yan Binder is a registered investment advisor at Morgan Stanley, based in Aventura, FL, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180
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Regulatory History (3)
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Customer Dispute
October 2024Denied
Regulatory
August 2022Final
Employment Separation After Allegations
December 2019Other Business Activities
Yan is the sole proprietor/owner of Yemoh LLC, a retail/online store, since January 2024. Yan dedicates a few hours per week to business development and growth after business hours.
Employment History
Current Registrations
Morgan Stanley
December 2019 - Present · 6 yrs 9 mos
Morgan StanleyBroker
December 2019 - Present · 6 yrs 9 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
October 2015 - December 2019 · 4 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2015 - December 2019 · 4 yrs 2 mos
Oppenheimer & CO. INC.
July 2015 - October 2015 · 3 mos
Oppenheimer & CO. INC.Broker
September 2002 - October 2015 · 13 yrs 1 mo
Buckman, Buckman & Reid, INC.Broker
March 2000 - September 2002 · 2 yrs 6 mos
Cibc World MarketsBroker
December 1998 - June 1999 · 6 mos
Mercer, Bokert, Buckman & Reid, INC.Broker
December 1997 - December 1998 · 1 yr
D. H. Blair & CO., INC.Broker
September 1997 - December 1997 · 3 mos
State Registrations36 states
AZCACOCTDCDEFLGAHIIDILINKYMDMIMNNCNHNJNMNVNYOHORPAPRRISCTNTXVAVTVirgin IslandsWAWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.