KB
KB

Kyle Bickham

25 Years of Experience
Jacksonville, FL
Broker

Kyle Bickham is a registered investment advisor at Morgan Stanley, based in Jacksonville, FL, with 25 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

6735 Southpoint Drive, Jacksonville, FL, 32216

Get directions

History

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 StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
September 2008 - June 2009 · 9 mos
Morgan Stanley & CO. IncorporatedBroker
September 2008 - June 2009 · 9 mos
Suntrust Investment Services, INC.Broker
September 2001 - September 2008 · 7 yrs
Suntrust Investment Services, INC.
September 2001 - September 2008 · 7 yrs
American Express Financial Advisors INC.Broker
October 2000 - August 2001 · 10 mos
Ids Life Insurance CompanyBroker
October 2000 - August 2001 · 10 mos
State Registrations42 states
ALARAZCACODCDEFLGAHIIAIDILINKYMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHORPARISCTNTXUTVAVTWIWVWY
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.
Kyle Bickham - Financial Advisor | TrueAdvisor