Kyle F Siebert

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

• 10/2010 → 07/2018
  J.P. Morgan Securities Llc.
  Greenwich, CT
• 01/2010 → 07/2018
  Jpmorgan Chase Bank, N.A.
  Greenwich, CT
• 07/2018 → 09/2020
  Hsbc Bank Usa National Association
  New York, NY
• 07/2018 → 09/2020
  Hsbc Securities (Usa) Inc.
  New York, NY
• 09/2020 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 10/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2011-01-21 → 2012-05-15
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
  New York, NY
  Greenwich, CT
  New York, NY

Other Businesses

1. *412274 - Fairfield University - Advisory Board for the Dolan School of Business; Investment related No; Fairfield, CT; Education; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); March 2019; During business hours: 1; After business hours: 0; Business Development/Growth. 2. *415113 - Trust; Investment related Yes; New York, NY; June 2017; During business hours: 0; After business hours: 1. 3. *415114 - Trust; Investment related Yes; New York, NY; Nov 2017; During business hours: 1; After business hours: 0. 4. *415115 - Trust; Investment related Yes; New York, NY; March 2018; During business hours: 1; After business hours: 0. 5. *419235 - Trust; Investment related Yes; New York, NY; 12/2020; During business hours: 1; After business hours: 0. 6. *423892 - Rental Property; Investment related - Yes; New York, New York; Real Estate; Property Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2019; During business hours: 1; After business hours: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-18
• S63 Uniform Securities Agent State Law Examination
  2009-10-01