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Colby Sato

3 Years of Experience
Honolulu, HI
Broker

Colby Sato is a registered investment advisor at Cetera Investment Advisers LLC, based in Honolulu, HI, with 3 years of industry experience. Colby 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

130 Merchant St Cc#888, Honolulu, HI, 96816

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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

Colby works as a retail sales associate at Tommy Bahama, selling clothes and providing customer service during nights and weekends. This non-investment related activity takes about half of Colby's time.

Employment History
Current Registrations
Cetera Investment Services LLCBroker
August 2025 - Present · 1 yr 1 mo
Cetera Investment Advisers LLC
August 2025 - Present · 1 yr 1 mo
Previous Registrations
Bankoh Investment Services, INC.Broker
March 2023 - August 2025 · 2 yrs 5 mos
Bankoh Advisors
March 2023 - August 2025 · 2 yrs 5 mos
Equitable Advisors, LLC
October 2022 - February 2023 · 4 mos
Equitable Advisors, LLCBroker
September 2022 - February 2023 · 5 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.
Colby Sato - Financial Advisor | TrueAdvisor