Daniel Bermudez is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History
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
Daniel is a partner/contractor at Coffeesubscribe.com, LLC, a retail/online store and wholesale/distribution business, spending about 10-20% of his time on sales/marketing and administrative tasks. He also volunteers as a poll supervisor for the Consulado General Central de Colombia, dedicating a few hours per week.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations22 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.