KS
KS

Kyle Siebert

16 Years of Experience
New York, NY
Broker

Kyle Siebert is a registered investment advisor at Morgan Stanley, based in New York, NY, with 16 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

1585 Broadway, 21st Floor, New York, NY, 10036

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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

Kyle serves on the Advisory Board for the Dolan School of Business at Fairfield University and is a property owner. He is also involved with multiple trusts, all investment-related.

Employment History
Current Registrations
Morgan Stanley
September 2020 - Present · 6 yrs
Morgan StanleyBroker
September 2020 - Present · 6 yrs
Previous Registrations
Hsbc Securities (USA) INC.Broker
July 2018 - September 2020 · 2 yrs 2 mos
J.P. Morgan Securities LLC
January 2011 - May 2012 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
January 2010 - July 2018 · 8 yrs 6 mos
Sanford C. Bernstein & CO., LLCBroker
August 2009 - January 2010 · 5 mos
State Registrations48 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kyle Siebert - Financial Advisor | TrueAdvisor