Top Content Curve
The Perry Egress Group
The Perry Egress Group
at Morgan Stanley Smith Barney
Financial Advisors
433 South Main Street
West Hartford, CT 06110
tel: 860-313-7149
toll free: 800-243-3154
fax: 860-313-7272
Kyle Egress, Christopher Perry, Elisheva Defeo
Email Us
Group Details
Christopher T. Perry
Christopher T. Perry
First Vice President - Wealth Management
tel: 860-313-7115
toll free: 800-243-3154
fax: 860-313-7272
christopher.t.perry@smithbarney.com
Professional Details
  • 1988 2006: Morgan Stanley
    Vice President - Wealth Management
    Hartford, CT
  • 1987 - 1988: Minolta Business Systems
    Woburn, MA
  • BA - Psychology Major / Studio Arts Minor, 1987
    Skidmore College
    Saratoga Springs, NY
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Series 3 - National Commodity Futures
  • CT Partnership for Long Term Care
Christopher T. Perry is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, IN, KY, MA, ME, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT, WA, WI
Kyle W. Egress
Kyle W. Egress
Financial Advisor
Certified Financial Planner
tel: 860-313-7144
toll free: 800-243-3154
fax: 860-313-7272
kyle.w.egress@smithbarney.com
Professional Details
  • 2001 - 2006: Morgan Stanley
    Financial Advisor
    Hartford, CT
  • BA - Marketing / Political Science, 2001
    Assumption College
    Worcester, MA
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Ronald McDonald House
    Active Volunteer since 2001
  • Assumption Alumni Board
    Board Member since 2002
    Worcester, MA
  • CT Partnership for Long Term Care
Kyle W. Egress is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, IN, KY, MA, ME, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT, WA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Bottom Content Curve
Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

Welcome to the web site for Smith Barney online clients and guests of Morgan Stanley Smith Barney LLC ("MSSB"), a joint venture formed by the combination of the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. You have reached this site because you are a client or a guest web site user of smithbarney.com.

Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

Morgan Stanley Smith Barney LLC is registered with the Securities and Exchange Commission as a broker/dealer and investment advisor. Some products or services may continue to be available though Citi or Citigroup Global Markets Inc. Read more on the "Statement of Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. Responsibilities" that describes their respective roles and functions.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. All rights reserved.
[Accept]