MB
Marco Berna
VIM WEALTH MANAGEMENT
Coral Gables, FL 33134
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CRD#: 6997915
MB
Professional summary
Marco Berna is a registered financial advisor currently at VIM WEALTH MANAGEMENT, LLC located in Coral Gables, Florida.
Marco is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Marco has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
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.
Name of the other business Park Vintage Condo Whether the business is investment-related No Address of the other business721 14th Pl. Apt 18, Miami Beach, Florida. 33139,USA Nature of the other business Condo building Your position Member of the Board Title, or relationship with the other business No relationship with the other business Start date of your relationship Dec 15th 2022 Approximate number of hours/month you devote to the other business1 Number of hours you devote/month to the other business during securities trading hours 0 Briefly describe your duties relating to the other businessMember of the board of my Condo association Name of Company: Casa Italia Miami It's not investment related Address: 17200 SW 83RD CT , PALMETTO BAY, FL 33157 Nature: Not for Profit organization for Italians in Miami Position: Member of the Board of Directors Title: Member of the Board of Directors Start date: May 2023 Approximate number of hours/month: 2 Number of hours during trading hours: 0 Describe your duties: Help organize events for the Italian community in Miami Name of Company: VIM Capital Group It's not investment related Address: Coral Gables, FL 33134 Nature: Banking/Mortgage Position: Rep Title: Rep Start date: 03/2024 Approximate number of hours/month: 5 Number of hours during trading hours: 5 Describe your duties: Referral Resource
CRS (Client Relationship Summary) - RIA
Click below to view Marco Berna's 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®
NoneExperience
Current
June 15, 2023 - Present
VIM WEALTH MANAGEMENT, LLC
Office #1: 2332 Galiano St. 2nd Floor, Coral Gables, FL 33134RIA
CRD#: 311641
Coral Gables, FL
Past
January 3, 2023 - May 17, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MIAMI, FL
Past
January 2, 2023 - May 17, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MIAMI, FL
Past
February 19, 2021 - November 28, 2022
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
SUNRISE, FL
Past
February 17, 2021 - November 28, 2022
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
SUNRISE, FL
Past
January 6, 2020 - February 16, 2021
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
New York, NY
Past
February 5, 2019 - December 31, 2019
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
New York, NY
Past
October 15, 2018 - February 16, 2021
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
New York, NY
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(10/1/2025)
IAR
Florida(6/15/2023)
IAR
New York(7/24/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VW
VIM WEALTH MANAGEMENT, LLC
VIM | VIM WEALTH MANAGEMENT, LLC | VIM WEALTH MANAGEMENT | VIM WEALTH | VIM GLOBAL ADVISORS, LLC | VIM GLOBAL ADVISORS | VIM GLOBAL
CRD#: 311641 / SEC#:
California
Registered Investment Advisory firm - (9/30/2025 Approved)Florida
Registered Investment Advisory firm - (2/9/2021 Approved)New York
Registered Investment Advisory firm - (7/24/2024 Approved)Texas
Registered Investment Advisory firm - (4/6/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2332 Galiano St. 2nd Floor, Coral Gables, FL 33134
Mailing Address
Phone number
(305) 905-8950
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 278 |
| AUM (Assets Under Management) | $ 36,400,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VIM WEALTH MANAGEMENT, LLC
CRD#: 311641Coral Gables, FL 33134TRUST BUT VERIFY
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