CM
CM

Clyde Matsusaka

36 Years of Experience
Honolulu, HI
1 DisclosureBroker

Clyde Matsusaka is a registered investment advisor at Morgan Stanley, based in Honolulu, HI, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

733 Bishop Street, Suite 2800, Honolulu, HI, 96813

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2003
Denied
Other Business Activities

Clyde is a yoga teacher for Sun Yoga, Yoga Room Hawaii, and Hot Yoga 8. He spends minimal time per week teaching for Sun Yoga and Hot Yoga 8, and about a quarter of his time teaching for Yoga Room Hawaii.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
July 1994 - June 2009 · 14 yrs 11 mos
Citigroup Global Markets INC.Broker
April 1994 - June 2009 · 15 yrs 2 mos
Prudential Securities IncorporatedBroker
July 1989 - April 1994 · 4 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.