KM
KM

Kyle Morgenroth

16 Years of Experience
Palo Alto, CA
Broker

Kyle Morgenroth is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, 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

1400 Page Mill Road, Palo Alto, CA, 94304

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kyle is a board member and on the finance committee for Carey School Corporation since 2021. This takes minimal time outside of business hours and is related to business development and growth.

Employment History
Current Registrations
Morgan Stanley
January 2012 - Present · 14 yrs 6 mos
Morgan StanleyBroker
January 2012 - Present · 14 yrs 6 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
July 2011 - September 2011 · 2 mos
Northwestern Mutual Investment Services, LLCBroker
April 2009 - April 2011 · 2 yrs
State Registrations34 states
AZCACOCTDCDEFLGAHIIDILINMAMDMEMIMSNCNHNJNMNVNYOKORPASCTNTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.