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Hisashi Sakashita

23 Years of Experience
Beverly Hills, CA
1 DisclosureBroker

Hisashi Sakashita is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Beverly Hills, CA, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

9560 Wilshire Blvd, Beverly Hills, CA, 90212

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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
April 2018
Settled
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2021 - Present · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Unionbanc Investment Services, LLC
August 2016 - February 2021 · 4 yrs 6 mos
Unionbanc Investment Services, LLCBroker
August 2005 - February 2021 · 15 yrs 6 mos
Pruco Securities, LLC.Broker
June 2002 - August 2005 · 3 yrs 2 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.
Hisashi Sakashita - Financial Advisor | TrueAdvisor