YF
YF
Yahaira Felix is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 16 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
233 South Wacker Drive, Suite 8600, Chicago, IL, 60606
Get directionsHistory
Regulatory History (2)
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Customer Dispute
March 2025Settled
Customer Dispute
May 2020Denied
Other Business Activities
Yahaira is a board member for the Illinois Hispanic Chamber of Commerce, dedicating minimal time. She is also a partner in Luella LLC Real Estate, but has no duties related to the multi-unit residential rental building.
Employment History
Current Registrations
Morgan StanleyBroker
February 2025 - Present · 1 yr 3 mos
Morgan Stanley
February 2025 - Present · 1 yr 3 mos
Previous Registrations
J.P. Morgan Securities LLC
April 2018 - March 2025 · 6 yrs 11 mos
J.P. Morgan Securities LLCBroker
April 2018 - March 2025 · 6 yrs 11 mos
Fifth Third Securities, INC.
November 2015 - March 2018 · 2 yrs 4 mos
Fifth Third Securities, INC.Broker
November 2015 - March 2018 · 2 yrs 4 mos
Nylife Securities LLCBroker
May 2015 - October 2015 · 5 mos
J.P. Morgan Securities LLCBroker
October 2012 - April 2015 · 2 yrs 6 mos
J.P. Morgan Securities LLC
October 2012 - April 2015 · 2 yrs 6 mos
Chase Investment Services CORP.
October 2011 - October 2012 · 1 yr
Chase Investment Services CORP.Broker
May 2009 - October 2012 · 3 yrs 5 mos
State Registrations28 states
AZCACODCFLGAHIILINKYLAMAMIMOMSNCNVNYOHOKORPASCTNTXVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.