KC
KC

Kyle Coulter

8 Years of Experience
Santa Cruz, CA
Broker

Kyle Coulter is a registered investment advisor at Morgan Stanley, based in Santa Cruz, CA, with 8 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

6004 La Madrona Drive, Santa Cruz, CA, 95060

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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 is a board member of the Watsonville Rotary Club since 2019. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
July 2017 - Present · 9 yrs 2 mos
Morgan StanleyBroker
May 2017 - Present · 9 yrs 4 mos
State Registrations17 states
AKAZCACOHIIDKSMAMINCNJNMNVORTXUTWA
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.