Richard B. Bermont - Morgan Stanley Financial Advisor - Coral Gables, FL
Morgan Stanley
Richard B. Bermont
Senior Vice President, Wealth Management
Financial Advisor
220 Alhambra Circle
10th Floor
Coral Gables, FL 33134
tel: (305) 476-3300
toll-free: (800) 327-4607 
fax: (305) 448-5738
Market Information Delayed 20 Minutes

The Bermont/Carlin Group at Morgan Stanley* was founded in 1974 to provide investment management and trust services, as well as financial planning and investment banking for a limited number of high net worth individuals and families, institutions, corporate entities and not-for-profit corporations. For more than 40 years, under the leadership of Portfolio Managers Richard B. Bermont and Adam E. Carlin who joined in 1994, the Group’s primary mission has been to build close, cooperative, and enduring relationships with clients that judiciously help them preserve and grow their wealth.

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Education and Licensing
  • BA - Economics / Finance
    University of Texas
    Austin, TX
  • Series 65 - Investment Advisory Agent
Honors and Recognition
  • Selected by The Winner's Circle, As South Florida's Top Financial Advisors
  • Sponsor of UM Business School "Bermont/Carlin Group Scholars", Provides New York Job and Internship Interviews for Outstanding Students
  • University of Miami, Honorary Alumnus, Former Trustee, Past Chairman-UM Citizens Board
  • Past President, Economic Society of South Florida
  • Bankers Club - Miami, Fl, Board of Governors - Past Chairman
  • Active in Fundraising for a Number of Community Organizations and the University of Miami
  • United Way of Miami Dade, Membres de la Societe
Business Experience
  • 1989 - Present: Morgan Stanley*

    Senior Vice President
    Senior Portfolio Management Director
    Miami, FL
  • 1974 - 1989: Drexel Burnham Lambert

    Senior Vice President
    Resident Manager
    Miami, FL
  • 1972 - 1974: Bache & Co.

    Senior Vice President
    Miami, FL
  • 1963 - 1972: H. Hentz & Co

    Senior Vice President
    Miami, FL

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Richard B. Bermont holds the following registrations:
BM/Supervisor; Securities Agent: AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WY; General Securites Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Awards Disclosures
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