Ryoichi Steven Tsuchiya

Employer firm

Generations Wealth, LLC CRD 173352

$308M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• TAX COMPLIANCE & PLANNING, INVESTMENT PLANNING & MANAGEMENT, FAMILY OFFICE SERVICES, LEGACY REVIEW

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → 10/2017
  J.P. Morgan Securities Inc
  Cincinnati, OH
• 06/2010 → 10/2017
  Jpmorgan Chase Bank
  Cincinnati, OH
• 11/2017 → Present
  Tsuchiya Brothers Llc
  Mason, OH
• 03/2018 → Present
  Generations Wealth, Llc
  Mason, OH

Previous Registrations

• 2010-06-14 → 2012-05-15
  J.P. Morgan Securities Llc
  Cincinnati, OH
• 2005-01-12 → 2010-05-27
  Strategic Advisers Llc
  Covington, KY

Other Businesses

Entity Name: America3 Foundation|Investment related: No| 1601 Forum Place West Palm Beach, FL 33401|Nature of the other business: This is a non-profit, educational institution that promotes the history of yachting through publishing books and organizing exhibits for museums.| Position/Title/Relationship: Title/position: Historical Editor. | Start Date: 01-Dec-2010| Approximate # of hours a month: as of May 11, 2017, only 1 hour to 5 hours per month will be devoted to the project (none during trading hours) |Duties: Review and edit the text/data of the book series, "The Holy Grail of Yachting: The Art and Artifacts of the America's Cup. ORG NAME:PHOTOGRAPHER |MASON, OH, US | NATURE OF BUS:PHOTOGRAPHY (not investment-related) | TITLE:PHOTOGRAPHER | DUTIES: From time to time sells photographs and photographic essays | START DT:07/15/2009 | TOTAL HRS /mo:10 (none during trading hours) SOLE PROPRIETOR/CONSULTANT OF "STEVE TSUCHIYA YACHTING" |MASON, OH, US | EDUCATES THE PUBLIC, THE MEDIA, AND OTHER ENTITIES ABOUT THE HISTORY OF YACHTING THROUGH PRIVATE CONSULTATION, LECTURES, EVENTS, PERSONAL APPEARANCES, BROADCAST, PRINT AND ELECTRONIC MEDIA.TERM OF OFFICE: INDEFINITE. Tsuchiya Brothers, LLC | 2511 Essex Place, Studio 155 Cincinnati, OH 45206 | This business designs and sculpts plaques for private commission and for wholesale distribution. | Founded November 2017 | Approximately 160 hours per month (up to 6.5 hours during trading hours) | Duties includes prospecting new clients and designing art.

Exams

• S66 Uniform Combined State Law Examination
  2005-01-03
• S63 Uniform Securities Agent State Law Examination
  1998-10-15