Veniamin Barinov
Investment adviser representative at Morling Financial Advisors, LLC
19 yearsExperience
1 stateRegistered in
$1BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Morling Financial Advisors, LLCJan 2026 to now
- TeksystemsMay 2025 to Dec 2025
- UnemployedJun 2024 to May 2025
- University of California, IrvineSep 2022 to Jun 2024
- Diablo Valley CollegeJun 2020 to Jun 2022
- De La Salle High SchoolAug 2018 to Jun 2020
- Contra Costa Christian SchoolAug 2007 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Morling Financial Advisors, LLC
$1BAssets managed
349Clients
17Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8214319
- Firm CRD
- 111819