KY
CFP
KY
CFP

Kyle Young

20 Years of Experience
New York, NY
Broker

Kyle Young is a CFP-designated registered investment advisor at Morgan Stanley, based in New York, NY, with 20 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

55 East 52nd Street, 7th Floor, New York, NY, 10055

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 →
Other Business Activities

Kyle is a board member and founder of STAY America Foundation, a charitable non-profit, spending minimal time on fundraising, accounting, and other administrative tasks. He also serves as a trustee/co-trustee for a trust in Brooklyn, dedicating minimal time to it.

Employment History
Current Registrations
Morgan StanleyBroker
October 2016 - Present · 9 yrs 7 mos
Morgan Stanley
October 2016 - Present · 9 yrs 7 mos
Morgan Stanley
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLC
December 2005 - October 2016 · 10 yrs 10 mos
Wells Fargo Advisors, LLCBroker
May 2005 - October 2016 · 11 yrs 5 mos
State Registrations34 states
ALARAZCACOCTDCDEFLGAILMAMDMEMIMOMTNCNHNJNMNVNYOHOKORPASCSDTXUTVAVTWA
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.