Kylie Danielle Pearson

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → Present
  Citigroup Global Markets Inc.
  Chicago, IL
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Chicago, IL
• 09/2014 → Present
  Morgan Stanley
  Chicago, IL

Previous Registrations

• 2007-06-13 → 2009-06-01
  Citigroup Global Markets Inc.
  Chicago, IL

Other Businesses

1. *397285 - Rental property 1; Investment Related - Yes; Albia, IA; Real estate; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); Sep 2018; During Business Hours: 0; After Business Hours: 2; Accounting/Bookkeeping. 2. *397286 - Rental property 2; Investment Related - Yes; Albia, IA; Real estate; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); May 2019; During Business Hours: 0; After Business Hours: 2; Accounting/Bookkeeping. 3. *432693 - Rental property; Investment Related - Yes; Albia, IA; Real Estate; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 04/2021; During Business Hours: 0; After Business Hours: 4; Accounting/Bookkeeping. 4. *432695 - Rental property; Investment Related - Yes; Albia, IA; Real Estate; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 04/2021; During Business Hours: 0; After Business Hours: 4; Accounting/Bookkeeping. 5. *444150 - Rental property; Investment related - Yes; Albia, Iowa; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 0; After business hours: 4; Accounting/Bookkeeping *578772- DSJK LLC; Investment Related: Yes; Albia, Iowa; Real Estate; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent);01/2024; During Business Hours: 0; After Business Hours: 10; Administrative, Accounting/Bookkeeping, Check Signing/Funds Disbursements, Property Management

Exams

• S66 Uniform Combined State Law Examination
  2007-05-14
• S63 Uniform Securities Agent State Law Examination
  2004-09-02

Other Names

• Kylie Danielle Lepley