NM
PFS
NM
PFS

Nozomu Miyashita

10 Years of Experience
Tamuning

Nozomu Miyashita is a PFS-designated registered investment advisor at Miyashita and Associates, P.C., based in Tamuning, with 10 years of industry experience. Nozomu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Investment Management, Retirement Planning, Tax Planning. Their firm serves 29 clients.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
29 clients
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

Miyashita and Associates does not directly manage investments. Instead, the firm refers you to third-party investment advisory firms, who manage your investments and charge a fee. Miyashita and Associates receives a portion of that fee as a referral fee, typically 25% of what the third-party firm charges you.

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Location

231 Ypao Road, Suite 100, Tamuning, 96913

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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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Employment History
Current Registrations
Miyashita and Associates, P.C.
September 2015 - Present · 10 yrs 8 mos
State Registrations1 state
HI
Advisor

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.