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Richardson Talavera

3 Years of Experience
Honolulu, HI
Broker

Richardson Talavera is a registered investment advisor at Morgan Stanley, based in Honolulu, HI, with 3 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.

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Other Business Activities

Richardson is an employee of All Island Case Management Corporation, providing elder care and hospital/healthcare services. He spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2022 - Present · 3 yrs 10 mos
Morgan StanleyBroker
July 2022 - Present · 3 yrs 10 mos
State Registrations35 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.