J.P. Morgan Securities
47yrs
Top 1% by experience in Miami
3yrs
Fernanda Bernd
Financial advisor at Morgan Stanley
Fernanda Bernd has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Miami, Florida. Fernanda joined Morgan Stanley in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 3158 advisors with offices in Miami, and one of 3035 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office200 S. Biscayne Blvd., Miami, FL 33131
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowMorgan StanleyCurrent firm
Contact Fernanda
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Fernanda. 200 S. Biscayne Blvd.Miami, FL 33131Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Fernanda
Tailored to Fernanda’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Fernanda
How do I contact Fernanda?
Call Morgan Stanley at (914) 225-5510 and ask for Fernanda Bernd. Fernanda works from the Miami, FL office.
How long has Fernanda been a financial advisor?
Fernanda has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Fernanda hold?
Series 66. Tap any license on this page to see what it allows.
Is Fernanda a fiduciary?
Fernanda is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Fernanda paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Fernanda for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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