James
Moriyasu

Morgan Stanley

CRD#859003
Investment Advisor
in Kahului, HI

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About this Advisor

James Moriyasu is an investment advisor in Kahului, Hawaii. Currently an advisor at Morgan Stanley, they have gathered 11 years of work experience as a financial advisor. Moriyasu holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Moriyasu is able to act as a financial advisor in Hawaii and Texas. Their career trajectory has included roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley is located in Kahului, Hawaii, and operates out of 726 additional offices in the country. In total, Morgan Stanley manages $904 billion in assets throughout 1,863,328 client accounts and employs more than 25,600 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the nation. The firm manages 1,273,068 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 1% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Morgan Stanley can provide 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

Series 63, Series 65

Years of Experience

11 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

James Moriyasu Work History

James has 11 years of experience.

2015 - Present (6 years)

Morgan Stanley Private Bank, N.A

2009 - Present (12 years)

Morgan Stanley Smith Barney LLC

Disclosures

James Moriyasu has 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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