YB
YB

Yarilin Bernal

14 Years of Experience
Coral Gables, FL
Broker

Yarilin Bernal is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, with 14 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
Loading...

Location

220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134

Get directions

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.

Learn about disclosures →
Other Business Activities

Yarilin is a construction director and treasurer for City Utility Services, and a member of Amway, dedicating minimal time to each. Yarilin is also an officer of Top Level Solutions LLC, an automotive/transportation business.

Employment History
Current Registrations
Morgan Stanley
September 2015 - Present · 10 yrs 8 mos
Morgan StanleyBroker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
December 2013 - September 2015 · 1 yr 9 mos
UBS Financial Services INC.Broker
December 2013 - September 2015 · 1 yr 9 mos
Barclays Capital INC.Broker
November 2012 - December 2013 · 1 yr 1 mo
Barclays Capital INC.
November 2012 - December 2013 · 1 yr 1 mo
Credit Suisse Securities (USA) LLC
December 2011 - December 2012 · 1 yr
Credit Suisse Securities (USA) LLCBroker
October 2011 - December 2012 · 1 yr 2 mos
State Registrations23 states
AKARCACTDEFLGAMDMSNCNHNJNYOHPARISDTNTXVAVirgin IslandsWAWY
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.