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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Kahului, HI

Every SEC-registered investment adviser representative at a firm office in Kahului, with the firms that employ the most of them.

30 registered advisors work in Kahului; the most are at Morgan Stanley (11). 0 list the CFP designation and 29 are also registered broker representatives.

Firms with the most advisors in Kahului

FirmAdvisors in Kahului
Morgan Stanley news11
Park Avenue Securities LLC4
LPL Financial LLC news3
Cetera Investment Advisers LLC news2
Commonwealth Financial Network news2
Edward Jones news2
Stifel, Nicolaus & Company, Incorporated news2
Mercer Global Advisors Inc.1
Osaic Wealth, Inc. news1
Raymond James Financial Services Advisors, Inc. news1
State Farm Investment Management Corp.1

Advisors in Kahului, A to Z

Search all of Hawaii →

Other cities in Hawaii

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Honolulu 852Kailua 32Mililani 32Hilo 31Aiea 25Kaneohe 22Kailua Kona 16Kailua-Kona 15Kamuela 13Lihue 13Wailuku 13Kapolei 12Kihei 10Pearl City 10Ewa Beach 9Waipahu 9

Questions

How many financial advisors are in Kahului, HI?

30 investment adviser representatives are registered at firm offices in Kahului, Hawaii, according to the SEC's Investment Adviser Public Disclosure records. 29 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Kahului?

Morgan Stanley, with 11 registered advisors in Kahului, followed by Park Avenue Securities LLC with 4.

How do I check a financial advisor in Kahului?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.