Robert Kyle is a registered investment advisor at Morgan Stanley, based in West Conshohocken, PA, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
100 Front Street, Suite 600, West Conshohocken, PA, 19428
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
May 2015 - Present · 11 yrs
Morgan StanleyBroker
May 2015 - Present · 11 yrs
Previous Registrations
Citigroup Global Markets INC.
November 2010 - May 2015 · 4 yrs 6 mos
Citigroup Global Markets INC.Broker
August 2010 - May 2015 · 4 yrs 9 mos
Wachovia Securities, LLC
November 2004 - December 2005 · 1 yr 1 mo
Wachovia Securities, LLCBroker
November 2004 - December 2005 · 1 yr 1 mo
Morgan Stanley
January 1996 - November 2004 · 8 yrs 10 mos
Morgan Stanley Dw INC.Broker
September 1995 - November 2004 · 9 yrs 2 mos
Chapin, DavisBroker
August 1992 - September 1995 · 3 yrs 1 mo
J. W. Gant & Associates, INC.Broker
October 1990 - July 1992 · 1 yr 9 mos
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.