Curtis
Otsuka

Morgan Stanley

CRD#1106592
Investment Advisor
in Kahului, HI
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About this Advisor

Curtis Otsuka is a financial advisor based in Kahului, Hawaii, who has been in the advisory business for 31 years. Otsuka is an employee of Morgan Stanley. Otsuka has gained experience at Manufacturers Life Ins. Co, First Allied Securities, Inc, First Allied Advisory Services, Inc, Morgan Stanley and Morgan Stanley Private Bank, National Association. Otsuka holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Hawaii and Texas. Morgan Stanley is a company headquartered in Kahului, Hawaii. The firm has offices in 702 locations and a total of 26,000 financial advisors. It controls $735 billion in assets under management among its 1,724,668 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 283 charities and foundations. The business offers a diverse array of services, including 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 for financial advice typically vary depending on which service is offered. However, fee types charged by Morgan Stanley likely include any combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

31 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

Yes

Office Location

33 Lono Avenue Suite 330
Kahului, HI 96732

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

HI Average: 88
Total Number of Accounts

1,815,592

HI Average: 3,892
Average Account Size

$401,659

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

Curtis Otsuka Work History

Curtis has 31 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2013 - Present (6 years)

Morgan Stanley

2012 - 2013 (1 year)

First Allied Advisory Services, Inc

2012 - 2013 (1 year)

First Allied Advisory Services, Inc

1999 - 2013 (14 years)

First Allied Securities, Inc

1987 - 2013 (26 years)

Manufacturers Life Ins. Co

Disclosures

Curtis Otsuka has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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