Michael L. D'addario

CADINHA & CO LLC

Honolulu, HI 96813-3713

Some features on this profile are disabled

CRD#: 2929511

Professional summary

Michael Louis D'addario, who also goes by Michael Louis Daddario, Michael Daddario, is a registered financial advisor currently at CADINHA & CO LLC located in Honolulu, Hawaii.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Louis Daddario | Michael Daddario

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 Michael Louis D'addario'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®

None

Experience

Current

March 1, 2022 - Present

CADINHA & CO LLC

Office #1: 900 Fort St. Mall, Ste. 1450, Honolulu, HI 96813-3713

RIA

CRD#: 108135

Honolulu, HI

Past

April 18, 2011 - June 22, 2018

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

July 2, 2009 - November 10, 2010

CITADEL SECURITIES LLC

CRD#: 116797

NEW YORK, NY

Past

January 26, 2009 - May 12, 2009

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

NEW YORK, NY

Past

July 23, 2004 - January 26, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

September 22, 1997 - January 26, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

CADINHA & CO LLC

CRD#: 108135 / SEC#: 801-57784

RIA

Registered Investment Advisory firm - (6/22/2000 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

Florida
(2/24/2025)

IAR

Hawaii
(3/1/2022)

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

IAR

Series 65

Date: 2/28/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/24/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/22/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 10/8/1997

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 9/13/1997

General Securities Representative Examination

Current Firm

CADINHA & CO LLC

CRD#: 108135 / SEC#: 801-57784

RIA

Registered Investment Advisory firm - (6/22/2000 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

900 Fort St. Mall, Ste. 1450, Honolulu, HI 96813-3713

Mailing Address

Phone number

(808) 523-9488

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CADINHA & CO ADV PART 2A 03.17.2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,407
AUM (Assets Under Management)	$ 1,074,670,828

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Similar Advisors

Racquel Nakata

EQUITABLE ADVISORS, LLC

IAR

Honolulu, HI

Bradford Tom

INDEPENDENT FINANCIAL GROUP, LLC

IAR

Honolulu, HI

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael L. D'addario

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Louis D'addario's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOLDMAN SACHS & CO. LLC

CITADEL SECURITIES LLC

BANC OF AMERICA SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CADINHA & CO LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/28/2022

Series 63

Date: 9/24/1997

SIE

Date: 6/22/2018

Series 3

Date: 10/8/1997

Series 7

Date: 9/13/1997

Current Firm

CADINHA & CO LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CADINHA & CO LLC

TRUST BUT VERIFY

Similar Advisors