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Gregg Takara

29 Years of Experience
Honolulu, HI
Broker

Gregg Takara is a registered investment advisor at Morgan Stanley, based in Honolulu, HI, with 29 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
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gregg owns rental property in Kappa and Kalaheo, HI, since August 2019, dedicating minimal time outside of business hours. This activity is investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2002 - April 2007 · 5 yrs 1 mo
Morgan Stanley Dw INC.Broker
November 1999 - April 2007 · 7 yrs 5 mos
Pacific Century Investment Services, INCBroker
May 1996 - September 1999 · 3 yrs 4 mos
State Registrations28 states
ALAZCACOCTDEFLHIIDILMAMDMEMIMSNCNHNMNVNYOKORPATXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.