Kyle Morgan
Kyle Morgan is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Vero Beach, FL, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
660 Beachland Blvd, Vero Beach, FL, 32963
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Regulatory History (2)
Regulatory
February 2005Customer Dispute
February 2004Other Business Activities
Kyle is the Chairman of the Investment Committee for the VNA's Foundation, overseeing the investment management of their portfolio, dedicating minimal time. Kyle also serves as a board member and member of the finance committee for the United Way Foundation of Indian River County, dedicating minimal time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations43 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.