KW
KW

Kyle White

2 Years of Experience
Middleton, MA
Broker

Kyle White is a registered investment advisor at Morgan Stanley, based in Middleton, MA, with 2 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

35 Village Road, Suite 601, Middleton, MA, 01949

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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 an employee at Stats Bar & Grill in South Boston, spending about a few hours per week outside of business hours. Kyle is also an investor in Bar Swipe LLC in Bedford, New Hampshire, dedicating a few hours per week outside of business hours.

Employment History
Current Registrations
Morgan Stanley
January 2025 - Present · 1 yr 4 mos
Morgan StanleyBroker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
July 2022 - September 2023 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kyle White - Financial Advisor | TrueAdvisor