Chad Matsuo Takabuki

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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:

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

Current Employers

Employment History

• 06/2015 → 01/2017
  Inpac Wealth Solutions
  Honolulu, HI
• 09/2015 → 12/2016
  Sagepoint Financial
  Honolulu, HI
• 02/2017 → 05/2017
  Bancwest Investment Services, Inc.
  Honolulu, HI
• 02/2017 → 04/2017
  First Hawaiian Bank
  Honolulu, HI
• 05/2017 → Present
  Raymond James Financial Services,Inc.
  Honolulu, HI
• 05/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Honolulu, HI
• 02/2017 → Present
  First Hawaiian Bank
  Honolulu, HI
• 11/2015 → 01/2019
  Da Hawaiian Poke Company
  Honolulu, HI

Previous Registrations

• 2017-02-10 → 2017-05-02
  Bancwest Investment Services, Inc.
  Kailua, HI
• 2016-02-12 → 2017-02-09
  Osaic Services, Inc.
  Honolulu, HI

Other Businesses

(1)Name of Business: First Hawaiian Advisors DBA Address: 2411 S. King Street, Honolulu, HI, 96826, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/03/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Associate at University/Manoa branches

Exams

• S66 Uniform Combined State Law Examination
  2016-01-08

Other Names

• Chad Matsuo Takabuki
• Chad M Takabuki