Kylie L Lindquist
Investment adviser representative at Morgan Stanley
13 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Kylie L Lindquist? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Morgan StanleyOct 2022 to now
- Batch & BrineFeb 2022 to Aug 2022
- ClearmixFeb 2022 to Aug 2022
- UnemployedOct 2021 to Feb 2022
- Barranco KitchenMay 2021 to Oct 2021
- Cambiati Wellness ProgramsApr 2021 to Sep 2021
- 54 Mint Forno ItalianoJun 2020 to Jun 2021
- StarbucksJun 2020 to Apr 2021
- AmazonMay 2020 to Oct 2020
- Athletic HorizonsSep 2019 to Mar 2020
- StarbucksMay 2018 to Mar 2020
- California State University, ChicoAug 2017 to May 2021
- Mary's Pizza ShackJun 2015 to Jun 2019
- Northgate High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7612614
- Firm CRD
- 149777