Brandon Higa (CRD# 5153995) is an Investment Advisor Representative working at Morgan Stanley in Rolling Hills Estates, CA and has over 17 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, N.a | New York, NY | Nov 2022 - Current | 1 |
| Morgan Stanley | Rolling Hills, CA | Oct 2022 - Current | 1 |
| E*trade Securities LLC | Rolling Hills, CA | Sep 2020 - Current | 3 |
| E*trade Capital Management LLC | Rolling Hills, CA | Sep 2020 - Current | 3 |
| E*trade Securities LLC | Torrance, CA | Feb 2020 - Sep 2020 | < 1 |
| E*trade Capital Management LLC | Torrance, CA | Feb 2020 - Sep 2020 | < 1 |
| E*trade Securities LLC | Torrance, CA | Jun 2013 - Feb 2020 | 6 |
| E*trade Capital Management LLC | Torrance, CA | Jun 2013 - Feb 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
- CA
- NY
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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
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, WY
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