KK
KK
Kyle Kennelly is a registered investment advisor at Morgan Stanley, based in Melville, NY, with 29 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
Loading...
Location
58 South Service Road, Suite 400, Melville, NY, 11747
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2003Denied
Other Business Activities
Kyle is the owner of Tomky Realty LLC, a real estate business, since August 2019. He dedicates minimal time to this activity outside of business hours.
Employment History
Current Registrations
Morgan Stanley
January 2011 - Present · 15 yrs 4 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - December 2010 · 1 yr 6 mos
Morgan Stanley & CO. Incorporated
July 2007 - June 2009 · 1 yr 11 mos
Morgan Stanley & CO. IncorporatedBroker
May 2007 - June 2009 · 2 yrs 1 mo
Citigroup Global Markets INC.Broker
October 1997 - June 2007 · 9 yrs 8 mos
Joseph Dillon & Company INC.Broker
March 1997 - September 1997 · 6 mos
Sterling Foster & Company, INC.Broker
July 1996 - March 1997 · 8 mos
State Registrations23 states
AZCACOCTDCDEFLGAMAMDMIMNNCNJNVNYPASCTXVAVTWAWI
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.