Morgan Stanley
46yrs
Top advisor by experience in Fort Lauderdale
31yrs
Based in Fort Lauderdale, Florida, Kyle Boos is a fiduciary financial advisor with 31 years of industry experience. Kyle has been with Morgan Stanley since 2009; before that, Kyle spent two years at Morgan Stanley & Co. and 11 years at Morgan Stanley DW. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1190 advisors with offices in Fort Lauderdale, and one of 1104 fiduciaries.
At a glance
Experience31 years (since 1996)
How that compares ?Top 15% by experience nationwide
Office350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMorgan StanleyCurrent firm
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- 1996 – 2007Morgan Stanley DW Inc.Previously
Contact Kyle
Local office(954) 713-8414Ask for Kyle. (914) 225-5510Main office · Purchase, NY 350 East Las Olas Boulevard Suite 1500Fort Lauderdale, FL 33301Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Kyle
How do I contact Kyle?
Call Kyle’s local office at (954) 713-8414 or the Morgan Stanley main office at (914) 225-5510, and ask for Kyle Boos.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 1996, about 31 years. Top 15% by experience nationwide.
What licenses does Kyle hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kyle a fiduciary?
Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kyle paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Kyle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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