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Karli Hamada

Equitable Advisors, LLC

Kaneohe, HI

Honolulu, HI

CRD 6138532

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Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2024-12-10
  • HI RA
    APPROVED
    Since 2024-12-10

Branch Locations

Kaneohe, HI • United States

1003 Bishop Street Pauahi Tower, Suite 1450, Honolulu, HI 96813 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sii Honolulu HI 04/2016 11/2018
Hamada/Kim Financial Llc Honolulu HI 08/2013 07/2019
Royal Alliance Associates, Inc. Honolulu HI 11/2018 07/2019
Royal Alliance Associates, Inc. Honolulu HI 06/2021 10/2024
Pacific Financial Partners Llc Honolulu HI 01/2022 10/2024
Unemployed Honolulu HI 08/2019 05/2021
Unemployed Kaneohe HI 11/2024 11/2024
Equitable Advisors, Llc New York NY 12/2024 Present
Osaic Wealth, Inc Honolulu HI 06/2021 10/2024
  • 04/2016 → 11/2018
    Sii
    Honolulu, HI
  • 08/2013 → 07/2019
    Hamada/Kim Financial Llc
    Honolulu, HI
  • 11/2018 → 07/2019
    Royal Alliance Associates, Inc.
    Honolulu, HI
  • 06/2021 → 10/2024
    Royal Alliance Associates, Inc.
    Honolulu, HI
  • 01/2022 → 10/2024
    Pacific Financial Partners Llc
    Honolulu, HI
  • 08/2019 → 05/2021
    Unemployed
    Honolulu, HI
  • 11/2024 → 11/2024
    Unemployed
    Kaneohe, HI
  • 12/2024 → Present
    Equitable Advisors, Llc
    New York, NY
  • 06/2021 → 10/2024
    Osaic Wealth, Inc
    Honolulu, HI
Previous Registrations
  • 2021-06-04 → 2024-11-02
    Osaic Wealth, Inc.
    Honolulu, HI
  • 2018-11-02 → 2019-07-30
    Osaic Wealth, Inc.
    Honolulu, HI
  • 2017-11-07 → 2018-11-02
    Signator Investors, Inc.
    Honolulu, HI
Other Businesses

Nakata Electrical Inc, 2341 Hoalu Pl, Honolulu, HI 96822, Board Member/Director, October 2020 to present, 1 hour per month, not investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-16
  • S66 Uniform Combined State Law Examination
    2017-10-16

View on SEC IAPD

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