Kiyoshi
Yamada
The Strategic Financial Alliance, Inc
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About this Advisor
Kiyoshi Yamada is a financial advisor working out of Kailua, Hawaii who has 12 years of relevant experience. Yamada is on the advisory team at The Strategic Financial Alliance, Inc. They have been with The Strategic Financial Alliance, Inc for all of their career. Yamada maintains a Series 63 license, qualifying them as a securities agent, and is registered to advise clients in Hawaii. The Strategic Financial Alliance, Inc is an advisory company headquartered in Atlanta, GA. The investment advisory business has offices in 38 locations and a total of 72 advisors. It handles $384 million in assets among its 2,163 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm advises one charitable organizations. Of its 2,163 accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The Strategic Financial Alliance, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules depend on which services are offered. However, fees charged by The Strategic Financial Alliance, Inc can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Strategic Financial Alliance, Inc Brokerage Details
$384,370,810
72
2,163
$177,703
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Kiyoshi Yamada Work History
Kiyoshi has been registered as a financial advisor for 12 years.*
The Strategic Financial Alliance, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kiyoshi Yamada to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Strategic Financial Alliance
Myrtle Beach, SC
Pittsburgh, PA
Myrtle Beach, SC
Atlanta, GA
Fairfax, VA
Fairfax, VA
Fairfax, VA
Larkspur, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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