Kylie Bunce, financial advisor Gilbert AZ

Kylie Bunce

CRD Number: 7327256
Current Firm: Morgan Stanley

Kylie Bunce (CRD# 7327256) is an Investment Advisor Representative working at Morgan Stanley in Gilbert, AZ and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Gilbert, AZ Nov 2021 - Current < 1
The Vanguard Group, Inc. Scottsdale, AZ Jan 2021 - Sep 2021 < 1
Unemployed Naperville, IL Aug 2020 - Jan 2021 < 1
Arizona State University Tempe, AZ May 2016 - Aug 2020 4
Trade In Motion Surprise, AZ Jun 2020 - Jul 2020 < 1
Nanzan University Nagoya, Aug 2019 - Dec 2019 < 1
Consumers' Cooperative Mirai Mitaka, May 2017 - Aug 2017 < 1
Kroger Scottsdale, AZ Jul 2016 - Dec 2016 < 1
Mount Holyoke College South Hadley, MA Aug 2015 - Mar 2016 < 1
Scottsdale Community College Scottsdale, AZ Aug 2014 - Aug 2015 1
Montgomery County Community College Blue Bell, PA Aug 2013 - May 2014 < 1
Shogun Japanese Steakhouse Naperville, IL May 2013 - Aug 2013 < 1
Millennium Information Services Itaska, IL May 2011 - May 2013 2
Swarthmore College Swarthmore, PA Aug 2012 - Dec 2012 < 1
Saint Procopius Abbey Lisle, IL May 2011 - Aug 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2021
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Kylie T. Bunce
Phone Number: 914-225-5510
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    1,311,935
    MILLIONS
  • Total Number of Accounts
    2,129,899
    ACCOUNTS
  • Average Account Value
    $615,961
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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