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Kyle John Rodegher

Morgan Stanley

Wellesley, MA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-03-18
CT RA APPROVED 2018-09-27
  • TX RA
    APPROVED
    Since 2020-03-18
  • CT RA
    APPROVED
    Since 2018-09-27

Branch Locations

112 Worcester Street, Wellesley, MA 02481 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Davinci Capital Cambridge MA 01/2017 08/2018
The Cip Group Cambridge MA 10/2016 09/2018
Northwestern Mutual Hartford CT 05/2016 09/2016
Student Babson Park MA 09/2014 05/2017
Morgan Stanley Waltham MA 09/2018 Present
Morgan Stanley Private Bank, N.A. New York NY 10/2018 Present
  • 01/2017 → 08/2018
    Davinci Capital
    Cambridge, MA
  • 10/2016 → 09/2018
    The Cip Group
    Cambridge, MA
  • 05/2016 → 09/2016
    Northwestern Mutual
    Hartford, CT
  • 09/2014 → 05/2017
    Student
    Babson Park, MA
  • 09/2018 → Present
    Morgan Stanley
    Waltham, MA
  • 10/2018 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-04
S63 Uniform Securities Agent State Law Examination 2017-07-07
  • S65 Uniform Investment Adviser Law Examination
    2018-05-04
  • S63 Uniform Securities Agent State Law Examination
    2017-07-07

View on SEC IAPD

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ROBERT STEPHEN ROSELLI
PRAN NATH TIKU
EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
SLC MANAGEMENT · WELLESLEY HILLS, MA

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