RB
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Refonne Bernath

25 Years of Experience
Honolulu, HI
Broker

Refonne Bernath is a registered investment advisor at Morgan Stanley, based in Honolulu, HI, with 25 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

733 Bishop Street, Suite 2800, Honolulu, HI, 96813

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Refonne owns multiple family-owned rental properties in Honolulu, HI, since 2012, 2014 and 2016. Refonne spends minimal time on these activities.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
July 2001 - April 2007 · 5 yrs 9 mos
Morgan Stanley Dw INC.Broker
July 2000 - April 2007 · 6 yrs 9 mos
State Registrations36 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Refonne Bernath - Financial Advisor | TrueAdvisor