Edward Morio Kawahara

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 06/2009 → 08/2025
  Morgan Stanley Smith Barney
  Torrance, CA
• 01/2015 → 08/2025
  Morgan Stanley Private Bank, National Association
  New York, NY
• 08/2025 → Present
  Wells Fargo Clearing Services, Llc
  Rolling Hills Estates, CA
• 01/2015 → 08/2025
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2009-06-01 → 2025-09-09
  Morgan Stanley
  Torrance, CA
  Torrance, CA
• 2007-09-07 → 2009-06-01
  Morgan Stanley & Co. Llc
  Torrance, CA
• 1997-07-08 → 2007-09-18
  Citigroup Global Markets Inc.
  Torrance, CA
  Torrance, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-12-24
• S65 Uniform Investment Adviser Law Examination
  1992-12-19

Designations

• Certified Financial Planner

Other Names

• Ted Kawahara