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Detailed Report
Kyle Scott Berardi
Kyle s Berardi
CRD#: 7099805
IA
Investment Adviser
B
Broker
MORGAN STANLEYCRD#: 149777 440 Royal Palm Way
Suite 303
Palm Beach, FL 33480
Registration History
2021202220232024202520262 FIRMS2021 - 2022 (<1 year)2 FIRMS2022 - 2024 (2 years)2 FIRMS2024 - Present (<1 year)
License(s)

State Registrations

B
Alabama 9/13/2024
B
Nebraska 9/13/2024
B
Alaska 9/13/2024
B
Nevada 9/13/2024
B
Arizona 9/13/2024
B
New Hampshire 9/13/2024
B
Arkansas 9/13/2024
B
New Jersey 9/13/2024
B
California 9/13/2024
B
New Mexico 9/13/2024
B
Colorado 9/13/2024
B
New York 9/13/2024
B
Connecticut 9/13/2024
B
North Carolina 9/13/2024
B
Delaware 9/13/2024
B
North Dakota 9/13/2024
B
District of Columbia 9/13/2024
B
Ohio 9/13/2024
B
Florida 9/13/2024
B
Oklahoma 9/13/2024
IA
Florida 9/20/2024
B
Oregon 9/13/2024
B
Georgia 9/13/2024
B
Pennsylvania 9/13/2024
B
Hawaii 9/13/2024
B
Puerto Rico 9/13/2024
B
Idaho 9/13/2024
B
Rhode Island 9/13/2024
B
Illinois 9/13/2024
B
South Carolina 9/13/2024
B
Indiana 9/13/2024
B
South Dakota 9/13/2024
B
Iowa 9/13/2024
B
Tennessee 9/13/2024
B
Kansas 9/13/2024
B
Texas 9/13/2024
B
Kentucky 9/13/2024
IA
Texas 9/13/2024
B
Louisiana 9/13/2024
B
Utah 9/13/2024
B
Maine 9/13/2024
B
Vermont 9/13/2024
B
Maryland 9/13/2024
B
Virgin Islands 9/13/2024
B
Massachusetts 9/13/2024
B
Virginia 9/13/2024
B
Michigan 9/13/2024
B
Washington 9/13/2024
B
Minnesota 9/13/2024
B
West Virginia 9/13/2024
B
Mississippi 9/13/2024
B
Wisconsin 9/13/2024
B
Missouri 9/13/2024
B
Wyoming 9/13/2024
B
Montana 9/13/2024

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MORGAN STANLEY (CRD#:149777)
440 Royal Palm Way Suite 303, Palm Beach, FL 33480
Registered with this firm since 9/13/2024
B
MORGAN STANLEY (CRD#:149777)
440 Royal Palm Way Suite 303, Palm Beach, FL 33480
Registered with this firm since 9/13/2024
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 04/12/2022 - 08/26/2024 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) DOYLESTOWN, PA
B
 04/12/2022 - 08/26/2024 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) DOYLESTOWN, PA
IA
 05/07/2021 - 01/31/2022 EQUITABLE ADVISORS, LLC (CRD#:6627) SYRACUSE, NY
B
 02/22/2021 - 01/31/2022 EQUITABLE ADVISORS, LLC (CRD#:6627) SYRACUSE, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.