Neal Matsuo Narahara

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

• 01/2021 → 02/2023
  Ubs Financial Services Inc
  Napa, CA
• 01/2017 → 01/2021
  Ubs Financial Services Inc
  Menlo Park, CA
• 10/2013 → 01/2017
  Ubs Financial Services Inc
  Los Angeles, CA
• 02/2023 → Present
  Morgan Stanley
  Napa, CA
• 04/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2006-09-14 → 2023-02-09
  Ubs Financial Services Inc.
  Beverly Hills, CA
  Los Angeles, CA
  Palo Alto, CA
  Walnut Creek, CA
  San Jose, CA
  Los Gatos, CA
  Napa, CA
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2006-05-22