Kyle Dillon, financial advisor Long Beach CA
93 score

Kyle Dillon

CRD Number: 5280904
Current Firm: Morgan Stanley

Kyle Dillon (CRD# 5280904) is an Investment Advisor Representative working at Morgan Stanley in Long Beach, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney Long Beach, CA Aug 2011 - Current 5
Wachovia Securities, LLC Los Angeles, CA May 2008 - Aug 2011 3
Wachovia Bank, N.a. Los Angeles, CA May 2008 - Aug 2011 3
Unemployed Long Beach, CA Feb 2008 - May 2008 < 1
Northwestern Mutual Investment Services, LLC Newport Beach, CA Feb 2007 - Feb 2008 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Feb 2007 - Feb 2008 1
Frogs Fitness Long Beach, CA Oct 2003 - Dec 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2007
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Kyle R. Dillon
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
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 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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