Kyle Tullis is a registered investment advisor at Morgan Stanley, based in Indianapolis, IN, with 17 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
800 East 96th Street, Suite 400, Indianapolis, IN, 46240
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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
September 2019 - Present · 6 yrs 8 mos
Morgan StanleyBroker
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
August 2013 - June 2016 · 2 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
December 2001 - March 2006 · 4 yrs 3 mos
Charles Schwab & CO., INC.Broker
March 2000 - July 2001 · 1 yr 4 mos
Fortis Investors, INC.Broker
April 1998 - July 1998 · 3 mos
State Registrations41 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.