Kylie BunceCRD 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.
Transamerica Financial Advisors, Inc.
Dynamic Wealth Partners, LLC
|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|
Total Assets Under Management1,311,935MILLIONS
Total Number of Accounts2,129,899ACCOUNTS
Average Account Value$615,961
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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