Kyle Mckenzie

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

• 06/2015 → 02/2019
  Artisan Partners Limited Partnership
  San Francisco, CA
• 06/2015 → 02/2019
  Artisan Partners Distributors Llc
  San Francisco, CA
• 05/2019 → 06/2021
  Charles Schwab & Co., Inc.
  Oakland, CA
• 05/2019 → 06/2021
  Charles Schwab Bank Ssb
  Oakland, CA
• 06/2021 → 06/2024
  Voya Investment Management Co. Llc
  New York, NY
• 06/2021 → 06/2024
  Voya Investment Management
  Walnut Creek, CA
• 06/2021 → 06/2024
  Voya Investments Distributor, Llc
  Windsor, CT
• 06/2024 → 05/2025
  Jefferies Llc
  San Francisco, CA
• 06/2025 → Present
  Morgan Stanley
  San Francisco, CA

Previous Registrations

• 2024-06-24 → 2025-06-18
  Leucadia Asset Management Llc
  San Francisco, CA
  New York, NY
• 2021-06-29 → 2024-06-10
  Voya Investment Management Co. Llc
  New York, NY
  Pleasant Hill, Ct, CA
  Walnut Creek, CA
• 2019-07-01 → 2021-06-22
  Charles Schwab & Co., Inc.
  Oakland, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-07-01
• S63 Uniform Securities Agent State Law Examination
  2012-08-16

Other Names

• Kyle William Mckenzie