Ryan Kanetoku, financial advisor Cupertino CA
96 score

Ryan Kanetoku

CRD Number: 6083061
Current Firm: Morgan Stanley

Working with the CS Group at Morgan Stanley, the team provides a holistic planning approach towards managing family assets to and through retirement. Leveraging firm resources, the team creates tailored asset allocations to help cater to each client’s specific needs. In addition, the team facilitates the transition of wealth from generation to generation through comprehensive legacy planning. 

To find out more about how the CS Group can work with you, please visit: http://www.morganstanleyfa.com/csgroup/

CONTACT
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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Feb 2015 - Current 1
Morgan Stanley Cupertino, CA Jun 2014 - Current 2
Waddell & Reed Inc. Campbell, CA Jan 2014 - May 2014 < 1
Liveleaf Bioscience San Carlos, CA Jul 2013 - Sep 2013 < 1
Morgan Stanley Cupertino, CA Jun 2012 - Jul 2013 1
Vocera Communications San Jose, CA Mar 2012 - Jul 2012 < 1
American Savings Bank Honolulu, HI Jul 2011 - Sep 2011 < 1
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Mar 2014
S66 NASAA Uniform Combined State Law Examination Jan 2015
S31 Futures Managed Funds Examination Jul 2015
Contact Info for Ryan T. Kanetoku
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Firm Disclaimer:

- © 2015 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

- For more information on the designation(s) listed above, go to http://www.morganstanleyfa.com/ryan.kanetoku

-Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

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BADGES
96
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