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 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

Series 63, Series 65

Years of Experience

33 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

Curtis Otsuka Work History

Curtis has 33 years of experience.

2015 - Present (6 years)

Morgan Stanley Private Bank, National Association

2013 - Present (8 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 no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Vikram Srinivasan
Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
Newtown Square, PA
Derek Campbell
Newport Beach, CA
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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