KB
KB
Kyle Boos
30 Years of Experience
Fort Lauderdale, FL
3 DisclosuresBroker
Kyle Boos is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, 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
350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301
Get directionsHistory
Regulatory History (3)
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Customer Dispute
May 2009Settled
Customer Dispute
February 2008Settled
Customer Dispute
December 2004Denied
Other Business Activities
Kyle serves on the advisory board for Broward Sheriff's Advisory Council, Inc., a non-profit organization, since 2021. He spends minimal time on business development, growth, and fundraising activities for the organization.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 1996 - April 2007 · 11 yrs 2 mos
Morgan Stanley Dw INC.Broker
February 1996 - April 2007 · 11 yrs 2 mos
State Registrations29 states
AZCACOCTDEFLGAINKSKYMAMDMEMIMTNCNHNJNVNYOHPARISCTNTXVAVirgin IslandsWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.