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Allie Kilroy

3 Years of Experience
Boise, ID
Broker

Allie Kilroy is a registered investment advisor at Morgan Stanley, based in Boise, ID, with 3 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

101 South Capitol Boulevard, Suite 401, Boise, ID, 83702

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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

Allie is involved with the Capital High School Swim Team, focusing on administrative tasks, business development/growth, and fundraising. This activity, which is not investment-related, takes about 10-20% of her time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
October 2024 - Present · 1 yr 7 mos
Morgan StanleyBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
RBC Capital Markets, LLC
July 2024 - October 2024 · 3 mos
RBC Capital Markets, LLCBroker
November 2023 - October 2024 · 11 mos
MML Investors Services, LLCBroker
February 2023 - October 2023 · 8 mos
Nylife Securities LLCBroker
September 2021 - August 2022 · 11 mos
State Registrations35 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Allie Kilroy - Financial Advisor | TrueAdvisor