Judith Hirotaka, financial advisor San Francisco CA
96 score

Judith Hirotaka

CRD Number: 2008592
Current Firm: Osborne Partners

Judith Hirotaka (CRD# 2008592) is an Investment Advisor Representative working at Osborne Partners in San Francisco, CA and has over 26 years of experience in the finance industry. Judith Hirotaka has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Osborne Partners Capital Management, LLC Menlo Park, CA May 2013 - Current 3
Usaa Financial Advisors, Inc. San Francisco, CA May 2011 - May 2013 2
Usaa Financial Planning Services San Francisco, CA May 2011 - May 2013 2
Ycmnet Advisors Walnut Creek, CA Apr 2010 - Apr 2011 1
The Bank Of New York Mellon San Francisco, CA May 2009 - Apr 2010 < 1
Mbsc Securities Corporation San Francisco, CA Jul 2007 - Apr 2010 2
Mellon Capital Management San Francisco, CA Aug 2005 - Apr 2010 4
Mellon Funds Distributor, LP San Francisco, CA Jan 2007 - Jul 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1990
S66 NASAA Uniform Combined State Law Examination Jun 2003
Contact Info for Judith N. Hirotaka
Phone Number: 415-362-5637
Registered State(s):
  • CA
  • PA
By the Numbers
  • Total Assets Under Management
    1,365
    MILLIONS
  • Total Number of Accounts
    1,250
    ACCOUNTS
  • Average Account Value
    $1,092,013
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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
Types of Clients
Registered States

AZ, CA, CO, CT, FL, IL, LA, MA, MN, NE, NH, NJ, NV, NY, OR, PA, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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