Kyle Morgenroth, financial advisor Palo Alto CA
93 score

Kyle Morgenroth

CRD Number: 5597095
Current Firm: Morgan Stanley

Kyle Morgenroth (CRD# 5597095) is an Investment Advisor Representative working at Morgan Stanley in Palo Alto, CA and has over 7 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 Chicago, IL Dec 2011 - Current 5
Bancplus West Dundee, IL Jan 2003 - Current 13
Stax Consulting Chicago, IL Oct 2011 - Dec 2011 < 1
Morgan Stanley Smith Barney Chicago, IL Jul 2011 - Sep 2011 < 1
Northwestern Mutual Investment Services, LLC Chicago, IL Oct 2008 - Mar 2011 2
Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 2008 - Mar 2011 2
Graphic Packaging Elk Grove Village, IL Feb 2005 - Aug 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Kyle J. Morgenroth
Phone Number: 914-225-5510
Registered State(s):
  • CA
  • IL
  • TX
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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