Kyle Hagen Cavanaugh

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

• 03/2014 → 11/2019
  Edward Jones
  St. Louis, MO
• 11/2019 → Present
  Morgan Stanley Smith Barney Llc
  Orland Park, IL
• 11/2019 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-06-06 → 2019-11-15
  Edward Jones
  Maryland Heights, MO
  Maryland Heights, MO
  Mokena, IL
  Tinley Park, IL

Exams

• S66 Uniform Combined State Law Examination
  2014-06-05

Other Names

• Kyle Hagen Cavanaugh
• Kyle H Cavanaugh
• Kyle Cavanaugh