Advisor at VIM Wealth Management, LLC
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Firm
VIM Wealth Management, LLC
Location
Coral Gables, FL 33134
Credentials
Series 66
Industry experience
7 years
Marco Berna is a financial advisor at VIM Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Bank of America, and Cetera Investment Advisers. Outside of his advisory role, Berna serves on the boards of the Rotary Club, Casa Italia Miami, and a condominium association in Miami Beach, and he is involved in mortgage referral activities for VIM Capital Group in the U.S. and Europe. VIM Wealth Management provides investment advisory services to individuals, families, trusts, businesses, and charitable organizations. The firm employs a proprietary strategic asset-allocation approach and integrates multiple analytical methods to tailor and manage diversified portfolios on a discretionary basis.
Based on VIM Wealth Management, LLC
Based on VIM Wealth Management, LLC
up to 1.75% annually (negotiable)
up to $500 per hour (negotiated)
up to $1,500 per month (negotiated monthly rate)
2332 Galiano St., 2 Nd Floor
Coral Gables, FL 33134
California · Florida · New York
VIM Global Advisors, LLC
2023 - Present (3 years)
Bank of America, N.A.
2023 - 2023 (1 year)
Merrill
2022 - 2023 (1 year)
Cetera
2021 - 2022 (1 year)
Cetera Investment Services Llc
2021 - 2022 (1 year)
Mass Mutual LIfe Insurance Company
2018 - 2021 (3 years)
MML INVESTORS SERVICES
2018 - 2021 (3 years)
Unemployed
2017 - 2018 (1 year)
St Giles Hotels
2014 - 2017 (3 years)
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Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Coral Gables, FL
Ladin Financial Group, Inc.
CFP®, ChFC®, Series 63, Series 65
Miami Beach, FL
ECF Wealth, Inc.
Series 65
Surfside, FL
Thames Asset Management, Inc
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Series 65
Miami, FL
BlueReef Capital
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