YT
YT

Yontin Teka

12 Years of Experience
San Francisco, CA
Broker

Yontin Teka is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 12 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

555 California Street, 35th Floor, San Francisco, CA, 94104

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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.

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Other Business Activities

Yontin works for Miracle Math, an education company, since February 2023. This takes about 10-20% of Yontin's time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
December 2020 - Present · 5 yrs 5 mos
Morgan StanleyBroker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
September 2014 - June 2019 · 4 yrs 9 mos
Nylife Securities LLCBroker
August 2013 - August 2014 · 1 yr
Pruco Securities, LLC.Broker
January 2013 - May 2013 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Yontin Teka - Financial Advisor | TrueAdvisor