Kyle
Young

Morgan Stanley

CRD#4915548
Investment Advisor
in New York, NY
Are you Kyle Young? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kyle Young is a certified financial planner operating in New York, New York, who has been in the financial industry for 13 years. Young works at Morgan Stanley. Throughout their career, Young has worked at Morgan Stanley Private Bank, National Association, Wachovia Securities, Wells Fargo Advisors LLC and Morgan Stanley. Young has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Connecticut and Texas. Morgan Stanley is an advisory firm that has its headquarters in New York, New York. The firm has offices in 702 locations and a total of 26,000 financial advisors. It administers $735 billion in assets among its 1,724,668 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 283 charities and foundations. Morgan Stanley provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management usually are based on which services the firm provides the client. Fees charged by Morgan Stanley can be comprised of any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

522 5Th Avenue
New York, NY 10036

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

NY Average: $7,464,549,021
Total Number of Employees

26,000

NY Average: 88
Total Number of Accounts

1,815,592

NY Average: 3,892
Average Account Size

$401,659

NY Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Kyle Young Work History

Kyle has 13 years of experience.

2016 - Present (3 years)

Morgan Stanley Private Bank, National Association

2016 - Present (3 years)

Morgan Stanley

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2005 - 2009 (4 years)

Wachovia Securities

Disclosures

Kyle Young has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started