Kyle R. Smith - Morgan Stanley Financial Advisor - North Palm Beach, FL
Morgan Stanley
Kyle R. Smith
Vice President
Financial Advisor
11780 US Highway One
Suite 101
North Palm Beach, FL 33408
tel: (561) 694-7063
toll-free: (800) 321-1024 
fax: (561) 627-2858

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations
  • Kiwanis
    Past President
    North Palm Beach, FL
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Financial Planning
  • Fixed Income
  • Retirement Planning
  • Qualified Retirement Plans
  • Executive Benefit Services
  • Executive Financial Services
  • Municipal Bonds
  • Cash Management
  • Education Planning
  • 401(k) Rollovers
  • Insurance Services
  • Certificates of Deposit
  • Annuities
  • Life Insurance
  • Commodities
Education and Licensing
  • Business - Economics, 1998
    Wofford College
    Spartanburg, SC
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life Insurance & Variable Annuity
Business Experience
  • 2006 - Present: Morgan Stanley*

    Financial Advisor
    Jupiter, FL

Bulletin Board
  • Access your accounts by clicking on Log In To Your Portfolio. While you are there, enroll in E-Delivery and help save some trees!

  • To see timely market recap, see Cash Market Rates Snapshot.

  • How would you like to organize all of your account data in one location, regardless of where your accounts are held, giving you an integrated view of your financial picture? I have a solution – OneView. Learn about the key benefits of OneView by watching this short video.

Kyle R. Smith holds the following registrations:
Securities Agent: AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, KS, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NY, OH, OK, PA, SC, TX, VA, WA, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

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