EM
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Eric Miyamoto

6 Years of Experience
Honolulu, HI
Broker

Eric Miyamoto is a registered investment advisor at Cetera Investment Advisers LLC, based in Honolulu, HI, with 6 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

745 Fort Street, 1614, 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

Eric is a licensed sales assistant at Hawaii Financial Advisors, Inc. since January 2023, assisting with paperwork, client service, and office administration, dedicating about 10-20% of his time, including some during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2023 - June 2023 · 4 mos
Morgan Stanley
May 2022 - January 2023 · 8 mos
Morgan StanleyBroker
September 2019 - January 2023 · 3 yrs 4 mos
LPL Financial LLCBroker
February 2019 - October 2019 · 8 mos
State Registrations1 state
HI
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.