Yeimi Marfil is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 11 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
200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131
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Regulatory History (1)
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Financial
January 2018Final
Employment History
Current Registrations
Morgan Stanley
February 2020 - Present · 6 yrs 5 mos
Morgan StanleyBroker
March 2016 - Present · 10 yrs 4 mos
Previous Registrations
Wunderlich Securities, INC.Broker
March 2015 - March 2016 · 1 yr
Capital Guardian, LLCBroker
December 2014 - April 2015 · 4 mos
State Registrations26 states
ALCACOCTDCDEFLGAILMAMDMIMTNCNJNVNYOHPAPRSCSDTXVAVirgin IslandsWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.