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Kyle J Healy

Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business

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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

11 years in the industry.

  1. Morgan StanleyJul 2025 to now
  2. Self-employmentNov 2024 to Jul 2025
  3. Self-employmentJun 2024 to Oct 2024
  4. Michigan Stars Football ClubFeb 2024 to Oct 2024
  5. Indiana University-purdue University IndianapolisAug 2023 to Dec 2023
  6. King's Hammer Football ClubMar 2023 to Sep 2023
  7. Redwood EastersealsMay 2022 to Jul 2022
  8. Snider-blake PersonnelMay 2021 to Jul 2021
  9. Northern Kentucky UniversityAug 2020 to May 2023
  10. DoordashJun 2020 to Jul 2020
  11. University of CincinnatiAug 2019 to May 2020
  12. Sweetbriar Golf & Pro ShopJun 2019 to Jul 2019
  13. Saint Ignatius High SchoolAug 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (OH, 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
8118220
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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