BC
BC

Brent Curlow

20 Years of Experience
Honolulu, HI
Broker

Brent Curlow is a registered investment advisor at Morgan Stanley, based in Honolulu, HI, with 20 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.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brent is a board member and President Elect of the Financial Planning Association Hawaii since January 2023, spending minimal time in this role. He is also a board member of the CFA Hawaii since January 2022, dedicating minimal time to board director duties and coordinating sponsorships.

Employment History
Current Registrations
Morgan Stanley
November 2022 - Present · 3 yrs 6 mos
Morgan StanleyBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
December 2018 - November 2022 · 3 yrs 11 mos
Raymond James Financial Services, INC.Broker
December 2018 - November 2022 · 3 yrs 11 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
November 2004 - May 2017 · 12 yrs 6 mos
Bancwest Investment Services, INC.Broker
June 2004 - May 2017 · 12 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Brent Curlow - Financial Advisor | TrueAdvisor