Carl Choy is a registered investment advisor at Ckw Financial Group, LLC, based in Honolulu, HI, with 43 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 624 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CKW Financial Group's annual fees for investment management and consulting are based on a percentage of the value of your portfolio, ranging from 0.06% to 1.50%. Fees are billed quarterly, based on the value of your account at the end of the previous quarter.
Location
1003 Bishop Street, Suite 1950, Honolulu, HI, 96813
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2008Criminal
June 1983Other Business Activities
Carl is the Investment Chair for the YMCA-Metro Board, dedicating minimal time. He is also affiliated with CKW Financial, an RIA, where he receives commissions, dedicating more than full-time hours to this activity.
Employment History
Current Registrations
Ckw Financial Group, LLC
Previous Registrations
J.W. Cole Financial, INC.Broker
Financial Advisers of America, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.