Naoka Nakagawa
Investment adviser representative at Prism Planning and Solutions Group
15 yearsExperience
1 stateRegistered in
$157MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Prism Planning and Solutions GroupFeb 2026 to now
- Insight Advisors, LLCOct 2020 to now
- Morgan Stanley Smith BarneyJul 2011 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (NY).
Prism Planning and Solutions Group
Legal name: Ppsgrp LLC
$157MAssets managed
426Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4503583
- Firm CRD
- 340003