About this Advisor
Claire Miyasato is an advisor whose office is in Kahului, Hawaii. Currently a registered financial advisor at Morgan Stanley, they have accumulated 11 years of practice as a financial advisor. Miyasato maintains a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Miyasato is registered to work with customers in Hawaii and Texas. Their career trajectory has included roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley is headquartered in Kahului, Hawaii, and has 726 additional brick-and-mortar locations throughout the nation. As a company, Morgan Stanley oversees $904 billion in assets throughout 1,863,328 accounts and retains more than 25,600 people. The firm's total assets under management places it among the biggest investment advisory firms in the country. The firm manages 1,273,068 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 1% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Morgan Stanley can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Claire Miyasato Work History
Claire has 11 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Claire Miyasato has no disclosures.
Please visit their SEC profile for more details.
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