Douglas
Karatsu

Morgan Stanley

CRD#5969457
Investment Advisor
in Kahului, HI

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About this Advisor

Douglas Karatsu is a financial advisor who works out of Kahului, Hawaii, who has been in the financial industry for 16 years. Karatsu is an employee of Morgan Stanley. The advisor has gained experience at Morgan Stanley Smith Barney, Nihongo Maui LLC, Marriott Vacation Club International, Erosurfer LLC and Morgan Stanley Private Bank, National Association. Karatsu has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Hawaii and Texas. Morgan Stanley is a company headquartered in Kahului, Hawaii. The company has offices in 726 locations and a total of 25,600 employees. It manages $904 billion in total assets among its 1,863,328 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 313 charitable organizations. Of its 1,863,328 accounts, just 1% belong to high-net-worth investors who have at least $1 million in investable assets. Morgan Stanley performs 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 for financial advice typically vary depending on which services the firm provides the client. Fee types billed by Morgan Stanley likely consist of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

16 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

$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

Douglas Karatsu Work History

Douglas has 16 years of experience.

2015 - Present (6 years)

Morgan Stanley Private Bank, National Association

2011 - Present (10 years)

Morgan Stanley Smith Barney

2009 - 2011 (2 years)

Marriott Vacation Club International

2005 - 2010 (5 years)

Erosurfer LLC

2004 - 2011 (7 years)

Nihongo Maui LLC

Disclosures

Douglas Karatsu has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

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Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
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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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