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Kyle Egress is a registered investment advisor at Morgan Stanley, based in West Hartford, CT, with 24 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
433 South Main Street, West Hartford, CT, 06110
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Regulatory History (1)
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Regulatory
January 2011Final
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
September 2006 - June 2009 · 2 yrs 9 mos
Citigroup Global Markets INC.
September 2006 - June 2009 · 2 yrs 9 mos
Morgan Stanley
January 2002 - September 2006 · 4 yrs 8 mos
Morgan Stanley Dw INC.Broker
November 2001 - September 2006 · 4 yrs 10 mos
State Registrations35 states
AZCACOCTDCDEFLGAIAIDILINKSLAMAMDMEMIMNMTNCNHNJNMNYOHPARISCTXUTVAVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.