Kyle D Willis

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

• 10/2018 → Present
  Morgan Stanley
  Gilbert, AZ
• 02/2017 → 09/2018
  Western State Bank
  Scottsdale, AZ
• 02/2016 → 11/2016
  Dillard'S Inc
  Mesa, AZ
• 12/2016 → 01/2017
  Arizona State University
  Tempe, AZ
• 04/2023 → 09/2023
  E*Trade Securities Llc
  Tempe, AZ

Exams

• S66 Uniform Combined State Law Examination
  2018-12-20

Other Names

• Kyle Willis
• Kyle D Willis