Reid Takamoto is a registered investment advisor at Morgan Stanley, based in Honolulu, HI, with 27 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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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
May 2013 - Present · 13 yrs 2 mos
Morgan Stanley
May 2013 - Present · 13 yrs 2 mos
Morgan StanleyBroker
May 2013 - Present · 13 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
September 2009 - May 2013 · 3 yrs 8 mos
UBS Financial Services INC.Broker
September 2009 - May 2013 · 3 yrs 8 mos
Lord, Abbett & CO. LLC
November 2004 - June 2009 · 4 yrs 7 mos
Lord Abbett Distributor LLCBroker
November 2004 - June 2009 · 4 yrs 7 mos
Bancwest Investment Services, INC.
January 2004 - October 2004 · 9 mos
Bancwest Investment Services, INC.Broker
January 2004 - October 2004 · 9 mos
Morgan Stanley
June 1998 - July 2003 · 5 yrs 1 mo
Morgan Stanley Dw INC.Broker
December 1997 - July 2003 · 5 yrs 7 mos
State Registrations18 states
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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.