Claire
Miyasato

Morgan Stanley

CRD#4997039
Investment Advisor
in Kahului, HI

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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

Series 66

Years of Experience

11 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

33 Lono Avenue Suite 330
Kahului, HI 96732

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

HI Average: $7,464,549,021
Total Number of Employees

25,600

HI Average: 88
Total Number of Accounts

1,863,328

HI Average: 3,892
Average Account Size

$485,315

HI Average: $1,917,921

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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
  • Other

Claire Miyasato Work History

Claire has 11 years of experience.

2015 - Present (6 years)

Morgan Stanley Private Bank, National Association

2009 - Present (12 years)

Morgan Stanley Smith Barney

Disclosures

Claire Miyasato has no disclosures.

Please visit their SEC profile for more details.

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Craig Gorden
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Brian Sanford
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Derek Campbell
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Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

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