Kyle Theodorescu

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

• 07/2018 → 04/2019
  Penn Mutual Life Insurance Company
  Bellevue, WA
• 03/2018 → 05/2019
  Hornor, Townsend & Kent, Llc
  Horsham, PA
• 09/2014 → 05/2018
  Warehouse Athletic Facility
  Spokane, WA
• 05/2015 → 08/2018
  Seattle Golf Club
  Shoreline, WA
• 01/2018 → 01/2018
  Uber
  Spokane, WA
• 12/2017 → 01/2018
  Lyft
  Spokane, WA
• 07/2018 → 04/2019
  Pacific Capital Resource Group
  Bellevue, WA
• 06/2019 → 06/2019
  Unemployed
  Lynnwood, WA
• 07/2019 → 06/2021
  J.P. Morgan Securities, Llc
  Seattle, WA
• 07/2019 → 06/2021
  Jpmorgan Chase Bank, N.A.
  Seattle, WA
• 06/2021 → Present
  Morgan Stanley
  Kirkland, WA

Previous Registrations

• 2019-07-31 → 2021-06-15
  J.P. Morgan Securities Llc
  Seattle, WA
• 2018-12-05 → 2019-04-30
  Hornor, Townsend & Kent, Llc
  Bellevue, WA

Exams

• S66 Uniform Combined State Law Examination
  2018-07-14

Other Names

• Kyle Mcmillan
• Kyle Patrick Mcmillan
• Kyle P Mcmillan