Next-Gen + Best-in-State · rank 67 · Phoenix, Arizona · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “"currentEmployments": [{"firmId": 149777, "firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "11/15/2011"” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.” — firm_official
- Firm type — wirehouse (high)
- “"currentEmployments": [{"firmId": 149777, "firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "11/15/2011", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "70103", "iaSECNumberType": "” — sec_finra_regulatory
- Team name — The Camelback Wealth Management Group (high)
- “The Camelback Wealth Management Group at Morgan Stanley helps successful individuals, families, and business owners simplify the many decisions that come with significant wealth.” — firm_official
- Team size — 7 (medium)
- “Daniel Marting
- Certified Exit Planning Advisor, CEPA®
- Certified Financial Planner, CFP®
- Family Wealth Director” — firm_official
- CRD — 5842741 (high)
- “"basicInformation": {"individualId": 5842741, "firstName": "KYLE", "middleName": "MORGAN", "lastName": "BACKUS", "otherNames": ["KYLE BACKUS"], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "” — sec_finra_regulatory
- Years experience — 15 (high)
- “"daysInIndustryCalculatedDate": "11/3/2010"” — sec_finra_regulatory
- Designations — CFP (high)
- “Kyle Backus
- Certified Financial Planner, CFP®
Founders Specialst
Alternative Investments Director
Senior Portfolio Management Director
Lending Specialist” — firm_official
Book of business
- Team AUM ($M) — 1500 (high)
- “Team Assets (Custodied): $1.5B” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Minimum Account Size for New Business: $10M” — forbes_shook
- Typical client net worth ($M) — 10 (medium)
- “Typical Net Worth of Relationships: $10-500M” — forbes_shook
- Client niche — business owners through growth, succession, liquidity events and exit planning (high)
- “One of our teams core strengths is helping business owners think through key transitions, including growth, succession, liquidity events, and life after ownership. We deliver the personnel and resources needed to help ou” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you.” — firm_official
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-camelback-wealth-management-group (high)
- “Title: The Camelback Wealth Management Group | Phoenix, AZ | Morgan Stanley Wealth Management” — firm_official
- Value proposition (verbatim) — The Camelback Wealth Management Group at Morgan Stanley helps successful individuals, families, and business owners simplify the many decisions that come with significant wealth. ... Our goal is simple: to help clients make confident decisions and move forward with clarity and purpose. (high)
- “The Camelback Wealth Management Group at Morgan Stanley helps successful individuals, families, and business owners simplify the many decisions that come with significant wealth.” — firm_official
- “Our goal is simple: to help clients make confident decisions and move forward with clarity and purpose.” — firm_official
- Differentiators — Exit planning for business owners across IPO, merger, private sale or family succession, Outsourced family office services for business owner clients, Multi-disciplinary bench across wealth planning, investment strategy, business planning and legacy planning, Tax strategies that reduce or defer taxes on transactions, with future-scenario modeling, Succession planning for unplanned events — death, disability or owner retirement (high)
- “Whether that exit is through an IPO, merger with another company, private sale, or succession within the family, the process is intense, the details are complex, and the decisions are often an unexpected combination of b” — firm_official
- “We deliver the personnel and resources needed to help our business owner clients build an effective exit planning team and offer the services of an outsourced family office.” — firm_official
- Content marketing — none (medium)
- “Family Office Resources at Morgan Stanley discusses the approach to articulating and memorializing your family philosophy in your overall plan.” — firm_official
- Has podcast — no (medium)
- “The search results did not return specific articles from Barron's, AdvisorHub, or InvestmentNews mentioning Kyle Backus, nor did they show information about any books he may have authored.” — firm_official
- Books published — 0 (medium)
- “Kyle Backus
- Certified Financial Planner, CFP®
Founders Specialst
Alternative Investments Director
Senior Portfolio Management Director
Lending Specialist” — firm_official
Linkedin url — https://www.linkedin.com/in/kyle-backus-370b5023/ (low)
- “Kyle Backus - Morgan Stanley Wealth Management | LinkedIn” — social_or_third_party_db
Social presence — gap: not_found_after_search
Press awards — gap: not_found_after_search
Visual brand
- Has distinct logo — no (medium)
- “The Camelback Wealth Management Group at Morgan Stanley helps successful individuals, families, and business owners simplify the many decisions that come with significant wealth.” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Standard Morgan Stanley advisor-site template: corporate blue and white, clean sans-serif, circular team headshots, Forbes award badges, wide desert/landscape banner imagery. No team-specific palette or mark. (medium)
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