AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
KM

Kyle S. Mcmorrow

MEC GLOBAL PARTNERS LLC
BOSTON, MA 02110
Some features on this profile are disabled
CRD#: 5016395
KM

Professional summary

Kyle Sause Mcmorrow is a registered financial professional currently at MEC GLOBAL PARTNERS LLC located in Boston, Massachusetts.

Kyle is registered as a RR (Registered Representative) and started their career in finance in 2012. Kyle has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kyle Sause Mcmorrow's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 9, 2020 - Present

MEC GLOBAL PARTNERS LLC

Office #1: One Federal Street 17th Floor, Boston, MA 02110
BD
CRD#: 305000
BOSTON, MA
Past

July 19, 2012 - September 24, 2019

WELLESLEY ASSET MANAGEMENT, INC.

RIA
CRD#: 116176
WELLESLEY, MA
Past

February 15, 2012 - June 5, 2012

AI ADVISORS, LLC

RIA
CRD#: 158688
BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(11/18/2020)
RR
Connecticut
(1/11/2021)
RR
Florida
(3/5/2021)
RR
Georgia
(12/23/2020)
RR
Illinois
(3/25/2021)
RR
Indiana
(1/21/2021)
RR
Massachusetts
(10/16/2020)
RR
New Jersey
(1/22/2021)
RR
New Mexico
(1/7/2021)
RR
New York
(11/12/2020)
RR
Ohio
(12/24/2020)
RR
Pennsylvania
(12/23/2020)
RR
Texas
(1/9/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 6/23/2020
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 2/14/2012
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/26/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/12/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MG
MEC GLOBAL PARTNERS LLC
MEC GLOBAL PARTNERS LLC

CRD#: 305000 / SEC#: , 8-70418

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
One Federal Street 17th Floor, Boston, MA 02110
Mailing Address
One Federal Street 17th Floor, Boston, MA 02110
Phone number
(617) 476-2772
Established
Delaware since 02/19/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
MEC GLOBAL PARTNERS CH LLCSOLE MEMBER
DOHERTY, JAMES HUGHPOO4197747
FOX, GERHARD ROBERTCCO2796860
SINELNIKOV, PETER SERGEYFINOP/PFO6493208
WILBERT, RANDALL EDWIN IICEO5951608

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MEC GLOBAL PARTNERS LLC

CRD#: 305000Boston, MA 02110

TRUST BUT VERIFY

Monitor Kyle Mcmorrow

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Martin Lee Robbins II
Martin RobbinsAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Norwell, MA
TR
Tamara RoseAdvisorCheck Check Mark
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
RR
BOSTON, MA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics