Yan Binder is a registered investment advisor at Morgan Stanley, based in Aventura, FL, with 28 years of industry experience. Yan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2024Regulatory
August 2022Employment 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
Morgan StanleyBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Buckman, Buckman & Reid, INC.Broker
Cibc World MarketsBroker
Mercer, Bokert, Buckman & Reid, INC.Broker
D. H. Blair & CO., INC.Broker
State Registrations36 states
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
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