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Vinicius Bari

22 Years of Experience
Aventura, FL
1 DisclosureBroker

Vinicius Bari is a registered investment advisor at Morgan Stanley, based in Aventura, FL, with 22 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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History

Regulatory History (1)
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Customer Dispute
December 2014
Settled
Other Business Activities

Vinicius is the treasurer for Aqua Condominium Home Owners Association since 2019, spending minimal time collecting fees and paying expenses. This activity is investment-related.

Employment History
Current Registrations
Morgan Stanley
April 2025 - Present · 1 yr 3 mos
Morgan StanleyBroker
March 2021 - Present · 5 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
November 2003 - March 2021 · 17 yrs 4 mos
State Registrations6 states
COFLKYNJNYPA
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.