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Curtis Kuile is a registered investment advisor at Morgan Stanley, based in New York, NY, with 32 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
55 East 52nd Street, 12th Floor, New York, NY, 10055
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Regulatory History (6)
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Customer Dispute
June 2012Denied
Customer Dispute
January 2009Denied
Customer Dispute
July 2006Closed-No Action
Customer Dispute
December 2001Denied
Customer Dispute
November 2001Denied
Customer Dispute
December 2000Denied
Other Business Activities
Curtis serves as the executor for his father's estate, a role he has held since 2014. This investment-related activity requires minimal time.
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
December 2008 - January 2019 · 10 yrs 1 mo
Citigroup Global Markets INC.
January 2002 - December 2008 · 6 yrs 11 mos
Citigroup Global Markets INC.Broker
November 1999 - December 2008 · 9 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1993 - December 1999 · 6 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.