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Kyle T Sargent

Morgan Stanley

Tampa, FL

CRD 7453406

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-10-18
FL RA APPROVED 2022-10-14
  • TX RA
    APPROVED
    Since 2022-10-18
  • FL RA
    APPROVED
    Since 2022-10-14

Branch Locations

4050 West Boy Scout Boulevard, Tampa, FL 33607 • 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
Morgan Stanley Temple Terrace FL 11/2021 Present
Harry's Busted Knuckle Garage Land O' Lakes FL 06/2020 07/2021
Elon University Automotive Services Elon NC 02/2017 05/2020
Academy At The Lakes Land O' Lakes FL 08/2013 05/2017
Elon University Elon NC 08/2017 05/2020
Job Searching Tampa FL 08/2021 10/2021
Morgan Stanley Private Bank, N.A New York NY 04/2024 Present
  • 11/2021 → Present
    Morgan Stanley
    Temple Terrace, FL
  • 06/2020 → 07/2021
    Harry's Busted Knuckle Garage
    Land O' Lakes, FL
  • 02/2017 → 05/2020
    Elon University Automotive Services
    Elon, NC
  • 08/2013 → 05/2017
    Academy At The Lakes
    Land O' Lakes, FL
  • 08/2017 → 05/2020
    Elon University
    Elon, NC
  • 08/2021 → 10/2021
    Job Searching
    Tampa, FL
  • 04/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-13
  • S66 Uniform Combined State Law Examination
    2022-10-13

View on SEC IAPD

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