Tamaki Nakamura Kern

8 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningBusiness OwnersHigh Net Worth

Catalyst Private Wealth, LLC

Compensation

Fee-Only (AUM)

Firm Size

5 advisors

Number of Clients

487 clients

Average Client Portfolio

$679K average

Assets Under Management

$330.6M

Fee Structure

Location

3 East Third Ave., Office 323, San Mateo, CA, 94401

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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.

Employment History

Current Registrations

Catalyst Private Wealth, LLC

March 2023 - Present · 2 yrs 11 mos

Previous Registrations

Alliancebernstein L.P.

March 2017 - May 2022 · 5 yrs 2 mos

Sanford C. Bernstein & CO., LLCBroker

March 2017 - May 2022 · 5 yrs 2 mos

UBS Financial Services INC.

September 2016 - March 2017 · 6 mos

UBS Financial Services INC.Broker

July 2016 - March 2017 · 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.