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Paul William Morelli

Vernal Point Advisors, LLC

San Francisco, CA

CRD 6150421

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Employer firm

Vernal Point Advisors, LLC CRD 166587

$3.94B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • FAMILY OFFICE SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Vernal Point Advisors, Llc

235 Pine St Suite 1225, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-27
FL RA APPROVED 2025-02-27
TX RA APPROVED 2022-05-03
  • CA RA
    APPROVED
    Since 2025-02-27
  • FL RA
    APPROVED
    Since 2025-02-27
  • TX RA
    APPROVED
    Since 2022-05-03

Branch Locations

235 Pine St Suite 1225, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vernal Point Advisors San Francisco CA 06/2012 Present
  • 06/2012 → Present
    Vernal Point Advisors
    San Francisco, CA
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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