Robert Vincent Kyle

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

• 05/2015 → Present
  Morgan Stanley
  West Conshohocken, PA
• 06/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2010-11-10 → 2015-05-28
  Citigroup Global Markets Inc.
  Washington, DC
  Philadelphia, PA
  Washington, DC
  Conshohocken, PA
• 2004-11-04 → 2005-12-31
  Wells Fargo Clearing Services, Llc
  Bryn Mawr, PA
• 1996-01-25 → 2004-11-01
  Morgan Stanley Dw Inc.
  Blue Bell, PA

Exams

• S66 Uniform Combined State Law Examination
  2010-11-08
• S65 Uniform Investment Adviser Law Examination
  1993-10-14
• S63 Uniform Securities Agent State Law Examination
  1990-11-29

Other Names

• Robert Vincent Kyle