MB
Marco Berna
VIM WEALTH MANAGEMENT
CORAL GABLES, FL 33134
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CRD#: 6997915
MB
Marco BernaVIM WEALTH MANAGEMENT
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.
At a Glance
Always Fiduciary
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.
1. Insurance Licensed ? Investment-Related: Yes ? Address: Miami, FL ? Nature of Business: Insurance ? Position/Title/Relationship: Insurance Producer ? Start Date: 02/2021 - Present ? Hours/Month: 0-1 ? Hours During Securities Trading Hours: 0-1 ? Duties: Reviews, presents, and sells insurance products; may receive commissions. 2. Park Vintage Condo Association ? Investment-Related: No ? Address: 721 14th Pl., Apt 18, Miami Beach, FL 33139, USA ? Nature of Business: Condominium Association ? Position/Title/Relationship: Member of the Board ? Start Date: December 15, 2022 - Present ? Hours/Month: 1 ? Hours During Securities Trading Hours: 0 ? Duties: Serves on the condominium board; participates in building governance and association decisions. 3. Rotary Club ? Investment-Related: No ? Address: Miami, FL (Local Chapter) ? Nature of Business: Community Service Organization ? Position/Title/Relationship: Member and Board Member ? Start Date: (Insert actual start date) - Present ? Hours/Month: (Insert actual hours, e.g., 2-4) ? Hours During Securities Trading Hours: (Insert actual hours, if any) ? Duties: Participates in community service initiatives and board activities. 4. Casa Italia Miami ? Investment-Related: No ? Address: 17200 SW 83rd Ct, Palmetto Bay, FL 33157 ? Nature of Business: Non-profit organization supporting the Italian community ? Position/Title/Relationship: Member of the Board of Directors ? Start Date: May 2023 - Present ? Hours/Month: 2 ? Hours During Securities Trading Hours: 0 ? Duties: Helps organize events and cultural programming for the Italian community in Miami. 5. VIM Capital Group LLC ? Investment-Related: No ? Address: Coral Gables, FL 33134 ? Nature of Business: Mortgage Referrals ? Position/Title/Relationship: Representative ? Start Date: March 2024 - Present ? Hours/Month: 5 ? Hours During Securities Trading Hours: 5 ? Duties: Acts as a referral resource for mortgage-related inquiries. 6. VIM Capital Group Europe ? Investment-Related: No ? Address: Remote (Europe) ? Nature of Business: Mortgage Referrals ? Position/Title/Relationship: Representative ? Start Date: March 2024 - Present ? Hours/Month: 5 ? Hours During Securities Trading Hours: 5 ? Duties: Provides mortgage referral support in European jurisdictions. 7. VIM Capital Group Spain ? Investment-Related: No ? Address: Remote (Spain) ? Nature of Business: Mortgage Referrals ? Position/Title/Relationship: Representative ? Start Date: March 2024 - Present ? Hours/Month: 5 ? Hours During Securities Trading Hours: 5 ? Duties: Supports mortgage referral activities in Spain.
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 PRIVATE WEALTH MANAGEMENT | VIM PRIVATE 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)Loading...
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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Company Information
VIM WEALTH MANAGEMENT, LLC
CRD#: 311641Coral Gables, FL 33134TRUST BUT VERIFY
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