Helen Curlow is a CFP-designated registered investment advisor at Morgan Stanley, based in Honolulu, HI, with 13 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
August 2025 - Present · 11 mos
Morgan StanleyBroker
August 2025 - Present · 11 mos
Previous Registrations
Edward Jones
September 2019 - August 2025 · 5 yrs 11 mos
Edward JonesBroker
September 2019 - August 2025 · 5 yrs 11 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
March 2010 - February 2014 · 3 yrs 11 mos
Bancwest Investment Services, INC.Broker
March 2010 - February 2014 · 3 yrs 11 mos
Financial Network Investment CorporationBroker
January 2009 - February 2010 · 1 yr 1 mo
The Ayco Company,l.p.
April 2007 - September 2008 · 1 yr 5 mos
Mercer Allied Company, L.P.Broker
December 2006 - September 2008 · 1 yr 9 mos
State Registrations19 states
ARCACOFLHIIDINKYMDMEMTNENVNYSCTXUTVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.