Kyle Antommarchi
Advisor at Morgan Stanley
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Morgan Stanley
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Champions Gate, FL 33896
Credentials
Series 66
Industry experience
7 years
Kyle Antommarchi is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, including roles at Morgan Stanley Private Bank and prior positions at Bank of America, Merrill, Ross, and The Lifewealth Group. Outside of his advisory work, he is the sole proprietor of Beleventi LLC, a retail and online store business based in Championsgate, Florida. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning processes supported by firm-approved tools and utilizes research methodologies such as Monte Carlo simulations for modeling outcomes.
Based on Morgan Stanley
Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan
8304 Champions Gate Boulevard
Champions Gate, FL 33896
Florida · Texas
Morgan Stanley
2021 - Present (5 years)
Morgan Stanley Private Bank, N.A
2021 - Present (5 years)
Bank of America N.A.
2018 - 2021 (3 years)
Merrill
2018 - 2021 (3 years)
Ross
2018 - 2018 (1 year)
The Lifewealth Group
2017 - 2017 (1 year)
Florida State University
2016 - 2018 (2 years)
Vacation Strategy
2015 - 2016 (1 year)
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Is active or affiliated with:
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Bank
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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