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Kyle T Kerr

Morgan Stanley

New York, NY

CRD 7530831

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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 2025-09-15
NY RA APPROVED 2024-05-30
  • TX RA
    APPROVED
    Since 2025-09-15
  • NY RA
    APPROVED
    Since 2024-05-30

Branch Locations

750 Seventh Avenue, New York, NY 10019 • 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 New York NY 07/2023 Present
University Of Maryland College Park MD 08/2019 05/2023
Toms River High School North Toms River NJ 09/2015 06/2019
University Of Maryland College Park NJ 08/2022 05/2023
Casino Pier - Breakwater Beach Seaside Heights NJ 06/2019 08/2019
Casino Pier - Breakwater Beach Seaside Heights NJ 05/2020 08/2020
Revolve Wealth Partners Hackensack NJ 06/2021 08/2021
  • 07/2023 → Present
    Morgan Stanley
    New York, NY
  • 08/2019 → 05/2023
    University Of Maryland
    College Park, MD
  • 09/2015 → 06/2019
    Toms River High School North
    Toms River, NJ
  • 08/2022 → 05/2023
    University Of Maryland
    College Park, NJ
  • 06/2019 → 08/2019
    Casino Pier - Breakwater Beach
    Seaside Heights, NJ
  • 05/2020 → 08/2020
    Casino Pier - Breakwater Beach
    Seaside Heights, NJ
  • 06/2021 → 08/2021
    Revolve Wealth Partners
    Hackensack, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-29
S63 Uniform Securities Agent State Law Examination 2023-08-07
  • S65 Uniform Investment Adviser Law Examination
    2024-05-29
  • S63 Uniform Securities Agent State Law Examination
    2023-08-07

View on SEC IAPD

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