GM
GM

Gregg Matsuura

26 Years of Experience
Honolulu, HI
Broker

Gregg Matsuura is a registered investment advisor at Raymond James & Associates, INC., based in Honolulu, HI, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

1003 Bishop Street, Suite 1500, Honolulu, HI, 96813

Get directions

History

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 →
Other Business Activities

Gregg holds a commercial fishing license and dedicates a few hours per week to fishing and selling fish. He is also a Vice-Chairman and board member of St. Francis Healthcare Foundation of Hawaii and manages rental real estate, spending about 10% of his time on these activities.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2017 - Present · 9 yrs 1 mo
Raymond James & Associates, INC.Broker
June 2017 - Present · 9 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
June 2007 - July 2017 · 10 yrs 1 mo
UBS Financial Services INC.Broker
June 2007 - July 2017 · 10 yrs 1 mo
Citigroup Global Markets INC.
April 2000 - July 2007 · 7 yrs 3 mos
Citigroup Global Markets INC.Broker
January 2000 - July 2007 · 7 yrs 6 mos
State Registrations4 states
CAHINYWA
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.