Miki Ohashi is a registered investment advisor at Morgan Stanley, based in Honolulu, HI, with 24 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 directionsHistory
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 StanleyBroker
February 2014 - Present · 12 yrs 3 mos
Morgan Stanley
February 2014 - Present · 12 yrs 3 mos
Previous Registrations
Edward JonesBroker
May 2013 - September 2013 · 4 mos
Edward Jones
May 2013 - September 2013 · 4 mos
Thrivent Investment Management INC.
April 2004 - November 2012 · 8 yrs 7 mos
Thrivent Investment Management INC.Broker
July 2002 - November 2012 · 10 yrs 4 mos
Lutheran Brotherhood Securities CORP.Broker
November 2000 - July 2002 · 1 yr 8 mos
State Registrations48 states
AKALARAZCACOCTDCDEFLGAHIIAILINKSKYMAMDMEMIMNMOMSMTNCNDNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.