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Bernard Dillard

11 Years of Experience
Los Angeles, CA
Broker

Bernard Dillard is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, 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

444 South Flower Street,34th Floor, Los Angeles, CA, 90071

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Bernard is a partner in Bernard Dillard Management LLC, involved in rental property since 2017. He is also a sole proprietor/owner of retail/online stores since April 2025, dedicating minimal time outside of business hours to sales and marketing.

Employment History
Current Registrations
Morgan Stanley
September 2015 - Present · 10 yrs 8 mos
Morgan StanleyBroker
August 2015 - Present · 10 yrs 9 mos
Previous Registrations
Vanguard Marketing CorporationBroker
July 2014 - August 2015 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.