Kyle Breen, financial advisor Chicago IL

Kyle Breen

CRD Number: 6731878
Current Firm: Morgan Stanley

Kyle Breen (CRD# 6731878) is an Investment Advisor Representative working at Morgan Stanley in Chicago, IL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Chicago, IL Oct 2019 - Current 1
Ensono Downers Grove, IL May 2018 - Sep 2019 1
University Of Illinois At Urbana-champaign Champaign, IL Aug 2015 - May 2019 3
Jimmy Johns Oak Lawn, IL Jul 2013 - Aug 2015 2
Unemployed Chicago, IL Jan 2009 - Jun 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Kyle Breen
Phone Number: 914-225-5510
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    904,301
    MILLIONS
  • Total Number of Accounts
    1,863,328
    ACCOUNTS
  • Average Account Value
    $485,315
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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