About this Advisor
David Toyomura is an advisor who is based in Kahului, Hawaii. Currently a registered advisor with Morgan Stanley, they have accumulated 20 years of professional experience in the financial advisory industry. Toyomura has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Toyomura is registered to act as a financial advisor in Hawaii and Texas. Over the course of their career, they have held roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley is headquartered in Kahului, Hawaii, and operates out of 726 brick-and-mortar locations throughout the United States. In total, Morgan Stanley oversees $904 billion in assets covering 1,863,328 client accounts and retains more than 25,600 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. The firm manages 1,273,068 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Morgan Stanley can offer 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
Years of Experience
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Morgan Stanley Brokerage Details
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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
David Toyomura Work History
David has 20 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
David Toyomura has no disclosures.
Please visit their SEC profile for more details.
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