Richardson Pascua Talavera

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2022 → Present
  Morgan Stanley
  Honolulu, HI
• 07/2020 → 06/2022
  First Hawaiian Bank
  Honolulu, HI
• 05/2015 → 07/2020
  Kpmg
  New York, NY

Other Businesses

*508583 - All Island Case Management Corporation; Investment related No; Honolulu, Hawaii; Elder Care, Hospital/Healthcare; Employee (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 4; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-18
• S63 Uniform Securities Agent State Law Examination
  2022-01-14

Other Names

• Richardson Pascua Talavera
• Richardson P Talavera