Greg S. Miyashiro

KAHALA FINANCIAL ADVISORS

Honolulu, HI 96816

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CRD#: 1103782

Professional summary

Greg Satoru Miyashiro, CFP® is a registered financial advisor currently at KAHALA FINANCIAL ADVISORS, LLC located in Honolulu, Hawaii.

Greg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Greg has worked at 3 firms and has passed the Series 63, Series 7, Series 6 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg Satoru Miyashiro's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1983

Experience

Current

March 28, 2012 - Present

KAHALA FINANCIAL ADVISORS, LLC

Office #1: 4211 Waialae Ave, Suite 407, Honolulu, HI 96816

RIA

CRD#: 108564

Honolulu, HI

Past

June 30, 1986 - December 31, 1999

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

March 15, 1983 - July 22, 1986

E. A. BUCK CO., INC.

CRD#: 8587

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KAHALA FINANCIAL ADVISORS, LLC

GREG MIYASHIRO, CFP | MIYASHIRO GREG SATORU | MIYASHIRO GREG CFP | KAHALA FINANCIAL ADVISORS, LLC

CRD#: 108564 / SEC#: 801-110741

RIA

Registered Investment Advisory firm - (7/5/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Hawaii
(3/28/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/5/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/17/1985

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/6/1983

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22

Date: 3/5/1983

Direct Participation Programs Representative Examination

Current Firm

KAHALA FINANCIAL ADVISORS, LLC

GREG MIYASHIRO, CFP | MIYASHIRO GREG SATORU | MIYASHIRO GREG CFP | KAHALA FINANCIAL ADVISORS, LLC

CRD#: 108564 / SEC#: 801-110741

RIA

Registered Investment Advisory firm - (7/5/2017 Approved)

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Contact information

Main Address

4211 Waialae Ave, Suite 407, Honolulu, HI 96816

Mailing Address

Phone number

(808) 734-7665

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts	163
AUM (Assets Under Management)	$ 175,229,524

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Greg S. Miyashiro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg Satoru Miyashiro's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL SERVICE CORPORATION

E. A. BUCK CO., INC.

Primary Firm SEC Registration

KAHALA FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/5/1983

Series 7

Date: 8/17/1985

Series 6

Date: 8/6/1983

Series 22

Date: 3/5/1983

Current Firm

KAHALA FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KAHALA FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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