Curtis
Otsuka
Morgan Stanley
Answer a few questions and
get matched with an advisor.
or call us now at 1-888-467-5419
About this Advisor
Curtis Otsuka is a financial advisor based out of Kahului, Hawaii, who has been in the industry for 33 years. Otsuka currently works for Morgan Stanley. During their career, Otsuka has held roles at Manufacturers Life Ins. Co, First Allied Securities, Inc, First Allied Advisory Services, Inc, Morgan Stanley and Morgan Stanley Private Bank, National Association. Otsuka maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Hawaii and Texas. Morgan Stanley is an advisory firm headquartered in Kahului, Hawaii. The company has offices in 726 locations and a total of 25,600 financial advisors. It has $904 billion in assets under management across its 1,863,328 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 313 charities and foundations. Of its 1,863,328 accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets. The firm has a broad set of services, such as 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. Fees charged by financial advisors largely vary depending on which services are provided. Fees billed by Morgan Stanley likely are comprised of any combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Morgan Stanley Brokerage Details

$904,300,848,179

25,600

1,863,328

$485,315

Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
Curtis Otsuka Work History
Curtis has 33 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley
First Allied Advisory Services, Inc
First Allied Advisory Services, Inc
First Allied Securities, Inc
Manufacturers Life Ins. Co
Disclosures
Curtis Otsuka has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Baltimore, MD
Atlanta, GA
Newtown Square, PA
Newport Beach, CA
Cleveland, OH
Atlanta, GA
Newport Beach, CA
Miami, FL
This content was compiled from the SEC and FINRA.
