Paul W. Morelli

VERNAL POINT ADVISORS

San Francisco, CA 94104

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CRD#: 6150421

Professional summary

Paul William Morelli, CFP® is a registered financial advisor currently at VERNAL POINT ADVISORS, LLC located in San Francisco, California.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Paul has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul William Morelli's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

November 12, 2013 - Present

VERNAL POINT ADVISORS, LLC

Office #1: 235 Pine St Suite 1225, San Francisco, CA 94104

RIA

CRD#: 166587

San Francisco, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VERNAL POINT ADVISORS, LLC

MORELLI, PAUL WILLIAM | VERNAL POINT ADVISORS, LLC | VERNAL POINT ADVISORS

CRD#: 166587 / SEC#: 801-80962

RIA

Registered Investment Advisory firm - (2/9/2015 Approved)

California

Registered Investment Advisory firm - (3/20/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/12/2013)

IAR

Florida
(6/27/2018)

IAR

Texas
(5/3/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

VERNAL POINT ADVISORS, LLC

MORELLI, PAUL WILLIAM | VERNAL POINT ADVISORS, LLC | VERNAL POINT ADVISORS

CRD#: 166587 / SEC#: 801-80962

RIA

Registered Investment Advisory firm - (2/9/2015 Approved)

California

Registered Investment Advisory firm - (3/20/2015 Terminated)

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Contact information

Main Address

235 Pine St Suite 1225, San Francisco, CA 94104

Mailing Address

548 Market Street Suite 36461, San Francisco, CA 94104

Phone number

(415) 237-3530

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VERNAL POINT ADVISORS PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	217
AUM (Assets Under Management)	$ 2,741,700,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/18/2025	Cover Page	Report
07/24/2024	Cover Page	Report
06/28/2023	Cover Page	Report
12/20/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Paul W. Morelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul William Morelli's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERNAL POINT ADVISORS, LLC

Primary Firm SEC Registration

VERNAL POINT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

VERNAL POINT ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VERNAL POINT ADVISORS, LLC

TRUST BUT VERIFY

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