Yarilin Bernal, financial advisor Coral Gables FL
90 score

Yarilin Bernal

CRD Number: 5937263
Current Firm: Morgan Stanley

Yarilin Bernal (CRD# 5937263) is an Investment Advisor Representative working at Morgan Stanley in Coral Gables, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Miami, FL Sep 2015 - Current 1
Ubs Financial Services Inc. Coral Gables, FL Dec 2013 - Sep 2015 1
Barclays Capital Inc. Miami, FL Nov 2012 - Dec 2013 1
Credit Suisse Securities (usa) LLC Miami, FL Jun 2011 - Nov 2012 1
Cargill Miami, FL Mar 2011 - Jun 2011 < 1
Niles Audio Corporation Miami, FL Jun 2010 - Feb 2011 < 1
Under City Utility Services Miami, FL May 2008 - Feb 2011 2
University Of Florida Gainesville, FL Aug 2006 - May 2010 3
Horsepower Electric Miami, FL May 2006 - Apr 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Yarilin Bernal
Phone Number: 914-225-5510
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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