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Susan Marie Nakamura

Hollencrest Capital Management

Newport Beach, CA

CRD 1708693

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Employer firm

Hollencrest Capital Management CRD 46217

$2.87B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CONSULTING SERVICES

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

Current Employers
Hollencrest Capital Management

100 Bayview Circle Suite 500, Newport Beach, CA 92660-8903 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-01-04
  • CA RA
    APPROVED
    Since 2018-01-04

Branch Locations

100 Bayview Circle Suite 500, Newport Beach, CA 92660-8903 • 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
Hollencrest Securities, Llc Newport Beach CA 11/1999 Present
  • 11/1999 → Present
    Hollencrest Securities, Llc
    Newport Beach, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-09-09
  • S63 Uniform Securities Agent State Law Examination
    1987-09-09
Designations
  • Chartered Financial Analyst
Other Names
  • Sue Mcglynn
  • Sue Mcglynn
  • Susan Marie Nakamura
  • Sue Nakamura
  • Susan Marie Mcglynn

View on SEC IAPD

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Nearby Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna

Nearby Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA

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