KM
KM

Kyle Merk

17 Years of Experience
Cincinnati, OH
Broker

Kyle Merk is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, 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
Loading...

Location

7755 Montgomery Road, 2nd Floor, Cincinnati, OH, 45236

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 of the Midwest Rugby Development Foundation, a youth sports organization, since May 2023. He spends a few hours per week on business development and marketing for the foundation.

Employment History
Current Registrations
Morgan Stanley
January 2024 - Present · 2 yrs 4 mos
Morgan StanleyBroker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Touchstone Securities, INC.Broker
August 2019 - January 2024 · 4 yrs 5 mos
Touchstone Advisors INC
August 2019 - January 2024 · 4 yrs 5 mos
Invest Financial Corporation
March 2015 - December 2017 · 2 yrs 9 mos
Invest Financial CorporationBroker
March 2015 - December 2017 · 2 yrs 9 mos
Strategic Advisers, INC.
November 2010 - March 2015 · 4 yrs 4 mos
Fidelity Brokerage Services LLCBroker
July 2010 - March 2015 · 4 yrs 8 mos
Natcity Investments, INC.
January 2009 - June 2009 · 5 mos
Natcity Investments, INC.Broker
January 2009 - June 2009 · 5 mos
Zacks Investment Management, INC.
July 2008 - September 2008 · 2 mos
Strategic Advisers, INC.
October 2007 - July 2008 · 9 mos
Fidelity Brokerage Services LLCBroker
July 2006 - July 2008 · 2 yrs
Sii Investments, INC.Broker
October 2005 - May 2006 · 7 mos
State Registrations34 states
AZCACODEFLGAIAILINKSKYLAMAMDMIMNMOMTNCNHNJNVNYOHORPASCTNTXUTVAWAWIWV
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 Merk - Financial Advisor | TrueAdvisor