KP
KP

Kylie Pearson

21 Years of Experience
Chicago, IL
Broker

Kylie Pearson is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 21 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

233 S Wacker Dr., Suite 8600, Chicago, IL, 60606

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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.

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Other Business Activities

Kylie is a partner in multiple rental real estate properties and DSJK LLC, all investment-related. These activities involve accounting, bookkeeping, administration, property management, and check signing, taking up approximately 26 hours per week in total.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
June 2007 - June 2009 · 2 yrs
Citigroup Global Markets INC.Broker
January 2007 - June 2009 · 2 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
November 2006 - January 2007 · 2 mos
Alliancebernstein Investments, INC.Broker
August 2005 - July 2006 · 11 mos
Employee Benefits Investment Group, INC.Broker
August 2004 - July 2005 · 11 mos
State Registrations45 states
AKARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMEMIMNMOMSNCNHNJNMNVNYOHOKORPAPRSCSDTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kylie Pearson - Financial Advisor | TrueAdvisor