Kyle John Heuchert

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

• 01/2015 → 05/2018
  Yum Yum Bake Shops
  Colmar, PA
• 06/2021 → 03/2022
  Marsh Mclennan Agency
  Conshohocken, PA
• 03/2022 → 04/2025
  Porter And Guide Wealth Management
  Harleysville, PA
• 09/2011 → 06/2017
  Souderton Area High School
  Souderton, PA
• 08/2017 → 05/2021
  Temple University
  Philadelphia, PA
• 04/2025 → Present
  Morgan Stanley
  West Conshohocken, PA

Previous Registrations

• 2023-07-23 → 2025-04-07
  Next Financial Group, Inc.
  Harleysville, PA

Exams

• S66 Uniform Combined State Law Examination
  2023-07-20