Kyle S Kinnear

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

• 03/2024 → Present
  Morgan Stanley
  San Francisco, CA
• 08/2020 → 03/2024
  Ernst & Young
  San Francisco, CA
• 01/2020 → 06/2021
  The Willes Center For International Entrepreneurship
  Laie, HI
• 08/2014 → 06/2020
  Brigham Young University - Hawaii
  Laie, HI
• 07/2017 → 08/2017
  Diamanti
  San Jose, CA

Other Businesses

*588840- LA Headwear; Investment related: Yes; Lafayette, California; Retail/Online Stores; Partner, Co-founder (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 40; Administrative, Accounting/Bookkeeping

Exams

• S66 Uniform Combined State Law Examination
  2024-06-21