Masashi Yamamoto
Investment adviser representative at Pfg Advisors
17 yearsExperience
1 stateRegistered in
$3.3BFirm assets
11 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- United PlannersNov 2025 to now
- Pfg AdvisorsAug 2023 to now
- Blupeak Investment ServicesAug 2023 to now
- Masashi (mark) YamamotoMar 2021 to now
- AmazonMay 2019 to now
- Next Life Stage PlanningAug 2017 to now
- Osaic Wealth, Inc.Jun 2024 to Nov 2025
- Securities America, Inc.Aug 2023 to Jun 2024
- Eagle Stratgies LLCSep 2017 to Aug 2023
- New York Life Insurance CompanyAug 2017 to Aug 2023
- Nylife Securities LLCAug 2017 to Aug 2023
- Pruco SecuritiesDec 2009 to Aug 2017
- The Prudential Insurance Company of AmericaDec 2009 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
Pfg Advisors
Legal name: Pfg Advisors, LLC
$3.3BAssets managed
7,592Clients
83Advisers
11 yearsIn 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
- 5741255
- Firm CRD
- 173344