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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

KYLE MCKENZIE

Advisor at MORGAN STANLEY

San Francisco, CA

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Search this name across graphsid dfx:ria:8d496f90-8795-4f13-7daf-101dd6139148

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jul 1, 2019 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 16, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Aug 16, 2012
First registration: Jul 1, 2019
Dual registered: yes, broker-dealer
Other names: KYLE WILLIAM MCKENZIE
IAPD individual key: 6064044

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Jun 23, 2025	n/a	yes	San Francisco, CA	Current employment
LEUCADIA ASSET MANAGEMENT LLC	Asset manager	Jun 24, 2024	Jun 18, 2025	no	NEW YORK, NY\|SAN FRANCISCO, CA	Previous registration
VOYA INVESTMENT MANAGEMENT CO. LLC	Asset manager	Jun 29, 2021	Jun 10, 2024	no	Pleasant Hill, CT, CA\|NEW YORK, NY\|Walnut Creek, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jul 1, 2019	Jun 22, 2021	no	Oakland, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LEUCADIA ASSET MANAGEMENT LLC	MORGAN STANLEY	Jun 18, 2025	Jun 23, 2025	5	Firm change	Other
VOYA INVESTMENT MANAGEMENT CO. LLC	LEUCADIA ASSET MANAGEMENT LLC	Jun 10, 2024	Jun 24, 2024	14	Firm change	Other
CHARLES SCHWAB & CO., INC.	VOYA INVESTMENT MANAGEMENT CO. LLC	Jun 22, 2021	Jun 29, 2021	7	Firm change	Other

Relationships

Registered with (4)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Jun 23, 2025 to presentfactForm ADV
→ LEUCADIA ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Jun 24, 2024 to Jun 18, 2025factForm ADV
→ VOYA INVESTMENT MANAGEMENT CO. LLCRegistered adviserregistration: previous registration
Jun 29, 2021 to Jun 10, 2024factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jul 1, 2019 to Jun 22, 2021factForm ADV

Dated events

Occurred
Jun 18, 2025
Advisor changed firm
Kyle Mckenzie left Leucadia Asset Management Llc for Morgan Stanley (registered 2025-06-23)
Form ADVobserved 6 days ago
Occurred
Jun 10, 2024
Advisor changed firm
Kyle Mckenzie left Voya Investment Management Co. Llc for Leucadia Asset Management Llc (registered 2024-06-24)
Form ADVobserved 6 days ago