Kyle Mckenzie is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Assets Under Management
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Location
555 California Street, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kyle volunteers with Courtyard V.C., a school investment fund, in an operational capacity since 2021. This takes about 10-20% of his time and is not work or investment related.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Jefferies LLCBroker
Leucadia Asset Management LLC
Voya Investment Management CO. LLC
Voya Investments Distributor, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Artisan Partners Distributors LLCBroker
Alps Distributors, INC.Broker
State Registrations53 states
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