KB
KB

Kyle Backus

15 Years of Experience
Phoenix, AZ
Broker

Kyle Backus is a registered investment advisor at Morgan Stanley, based in Phoenix, AZ, with 15 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

2398 East Camelback Road, Suite 800, Phoenix, AZ, 85016

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 managing member of Millenial Monopoly L.L.C., an investment holding company, and spends minimal time on it. He also owns rental properties in Scottsdale, Arizona, dedicating minimal time to property management for each.

Employment History
Current Registrations
Morgan Stanley
November 2011 - Present · 14 yrs 6 mos
Morgan StanleyBroker
November 2011 - Present · 14 yrs 6 mos
Previous Registrations
MML Investors Services, LLC
August 2011 - October 2011 · 2 mos
MML Investors Services, LLCBroker
October 2010 - October 2011 · 1 yr
State Registrations46 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHORPASCSDTNTXUTVAWAWIWVWY
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.