Curtis
Otsuka

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.