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
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
James Moriyasu Work History
James has 11 years of experience.
Morgan Stanley Private Bank, N.A
Morgan Stanley Smith Barney LLC
James Moriyasu has disclosures.
Please visit their SEC profile for more details.
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