Kylie R Piotte

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

• 06/2021 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 06/2020 → 03/2021
  Merrill Lynch
  Boston, MA
• 05/2019 → 09/2019
  Marsh And Mclennan Company
  Boston, MA
• 09/2002 → 06/2017
  Student
  North Andover, MA
• 08/2017 → 06/2021
  Washington And Lee University
  Lexington, VA

Other Businesses

*664646 - Sleepy Saturdays, LLC; Investment related: No; New York, New York; Retail/Online Stores; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 10; Sales/Marketing

Exams

• S66 Uniform Combined State Law Examination
  2022-04-09

Other Names

• Kylie Piotte