KP
KP
Kyle Poland is a registered investment advisor at Morgan Stanley, based in Beavercreek, OH, with 19 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
4380 Buckeye Lane, Suite 200, Beavercreek, OH, 45440
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Regulatory History (1)
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Customer Dispute
October 2009Denied
Other Business Activities
Kyle works as an assistant swim coach at the YMCA of Greater Dayton, spending about 10-20% of his time on this activity after business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
May 2009 - June 2009 · 1 mo
Morgan Stanley & CO. IncorporatedBroker
May 2009 - June 2009 · 1 mo
UBS Financial Services INC.
April 2007 - June 2009 · 2 yrs 2 mos
UBS Financial Services INC.Broker
March 2007 - June 2009 · 2 yrs 3 mos
State Registrations47 states
AKALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRSCSDTNTXUTVAWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.