Chad Matsuo Takabuki
Investment adviser representative at Raymond James Financial Services Advisors, Inc
2 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
2 years in the industry.
- Raymond James Financial Services Advisors Inc.May 2017 to now
- Raymond James Financial Services,inc.May 2017 to now
- First Hawaiian BankFeb 2017 to now
- Bancwest Investment Services, Inc.Feb 2017 to May 2017
- Da Hawaiian Poke CompanyNov 2015 to Jan 2019
- Sagepoint FinancialSep 2015 to Dec 2016
- Inpac Wealth SolutionsJun 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (HI).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 6527619
- Firm CRD
- 149018