Troy Nakamatsu, financial advisor Los Angeles CA
93 score

Troy Nakamatsu

CRD Number: 5492973
Current Firm: Morgan Stanley

Troy Nakamatsu (CRD# 5492973) is an Investment Advisor Representative working at Morgan Stanley in Los Angeles, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Los Angeles, CA Oct 2015 - Current 1
Morgan Stanley Los Angeles, CA Feb 2012 - Oct 2015 3
Morgan Stanley Los Angeles, CA Oct 2010 - Feb 2012 1
Morgan Stanley Los Angeles, CA Jun 2009 - Oct 2010 1
Morgan Stanley & Company Incorporated Los Angeles, CA Jan 2009 - Jun 2009 < 1
Sanford C. Bernstein & Company, LLC Los Angeles, CA Aug 2008 - Jan 2009 < 1
Morgan Stanley Los Angeles, CA Feb 2008 - Jul 2008 < 1
Susquehanna International Group Santa Monica, CA Oct 2007 - Jan 2008 < 1
Unemployed Los Angeles, CA Aug 2007 - Sep 2007 < 1
Bank Of The West Newport Beach, CA Jun 2006 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Troy J. Nakamatsu
Phone Number: 914-225-5510
Registered State(s):
  • CA
  • TX
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

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

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