Yahaira Felix is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 17 years of industry experience. Yahaira 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
233 South Wacker Drive, Suite 8600, Chicago, IL, 60606
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Regulatory History (2)
Customer Dispute
March 2025Customer Dispute
May 2020Other 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 Stanley
Morgan StanleyBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Nylife Securities LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations28 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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