Sage Wealth Solutions
42yrs
Top advisor by experience in Palmdale
10yrs
Kylie Silva
Financial advisor at Morgan Stanley
Kylie Silva has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Palmdale, California. Kylie has been with Morgan Stanley since 2017. 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 27 advisors with offices in Palmdale, and one of 22 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office1137 West Avenue M-14 Suite 104, Palmdale, CA 93551
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
- 2017 – nowMorgan StanleyCurrent firm
Contact Kylie
1137 West Avenue M-14 Suite 104Palmdale, CA 93551Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
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Questions to ask Kylie
Tailored to Kylie’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kylie
How do I contact Kylie?
Call Morgan Stanley at (914) 225-5510 and ask for Kylie Silva. Kylie works from the Palmdale, CA office.
How long has Kylie been a financial advisor?
Kylie has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Kylie hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kylie a fiduciary?
Kylie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kylie 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 Kylie 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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