Stacy Miyasato, financial advisor Honolulu HI
93 score

Stacy Miyasato

CRD Number: 5611230
Current Firm: Cuso Financial Services, LP

Stacy Miyasato (CRD# 5611230) is an Investment Advisor Representative working at Cuso Financial Services, LP in Honolulu, HI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Jan 2010 - Current 6
Hawaiiusa Federal Credit Union Honolulu, HI Oct 2008 - Current 8
State Of Hawaii, Department Of Accounting And General Affairs Pearl City, HI Feb 2008 - Oct 2008 < 1
Unemployed Aiea, HI Jan 2008 - Jan 2008 < 1
Care Hawaii, Inc. Honolulu, HI Apr 2007 - Dec 2007 < 1
Care Hawaii, Inc. Honolulu, HI Mar 2006 - Apr 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for Stacy S. Miyasato
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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