Reid Joshua Kimura

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 10/2018 → 08/2024
  Oppenheimer & Co. Inc.
  New York, NY
• 07/2018 → 09/2018
  First Derivatives Plc
  New York, NY
• 08/2014 → 05/2018
  Stevens Institute Of Technology
  Hoboken, NJ
• 01/2025 → Present
  American Savings Bank
  Aira, HI
• 01/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 01/2025 → Present
  Cetera Investment Advisers Llc
  Aira, HI
• 08/2024 → 01/2025
  Unemployed
  Honolulu, HI

Previous Registrations

• 2019-03-28 → 2024-08-09
  Oppenheimer & Co. Inc.
  New York, NY
  Honollulu, HI
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-03-26