Ryan Katahara, financial advisor Honolulu HI
90 score

Ryan Katahara

CRD Number: 6037899
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ryan Katahara (CRD# 6037899) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Honolulu, HI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu, HI Feb 2012 - Current 4
Territorial Savings Bank Honolulu, HI Oct 2011 - Feb 2012 < 1
Morimoto Waikiki Honolulu, HI Aug 2010 - Oct 2011 1
Le Bistro Honolulu, HI Oct 2008 - Aug 2010 1
Unemployed/ Student Honolulu, HI Jul 2008 - Sep 2008 < 1
Prime Time Sports Honolulu, HI Jun 2008 - Jul 2008 < 1
Gyu-kaku Topanga Canyon, CA Nov 2007 - Jun 2008 < 1
Unemployed/ Student Honolulu, HI Nov 2006 - Nov 2007 1
Resortquest (aston) Honolulu, HI Mar 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Ryan J. Katahara
Phone Number: 800-637-7455
Registered State(s):
  • HI
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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