AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RK

Ryuto Kawai

Some features on this profile are disabled
CRD#: 5780870
RK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ryuto Kawai was a registered financial professional .

Ryuto is a previously registered financial professional and started their career in finance in 2010. Ryuto had worked at 4 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 8, 2016 - February 16, 2018

POLARIS WEALTH ADVISORY GROUP

RIA
CRD#: 158718
SAN RAFAEL, CA
Past

May 21, 2014 - July 28, 2015

DRAGON FINANCIAL GROUP

RIA
CRD#: 157936
SAN MATEO, CA
Past

March 17, 2011 - December 31, 2013

KUMA STAR CAPITAL LLC

RIA
CRD#: 156446
OAKLAND, CA
Past

April 15, 2010 - February 1, 2011

WEALTHFRONT ADVISERS LLC

RIA
CRD#: 148456
PALO ALTO, CA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/9/2010
Uniform Investment Adviser Law Examination

Current Firm


PW
POLARIS WEALTH ADVISORY GROUP
POLARIS GREYSTONE FINANCIAL GROUP, LLC | PWAG | POLARIS WEALTH ADVISORY GROUP, LLC | POLARIS WEALTH ADVISORY GROUP | POLARIS WEALTH ADVISERS, LLC

CRD#: 158718 / SEC#: 801-72654

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
824 E St., San Rafael, CA 94901
Mailing Address
Phone number
(415) 263-5600
Established
Firm type
Fiscal year end
# of Employees
36

Documents


Latest Form ADV

Part 2 Brochures

POLARIS WEALTH ADVISORY GROUP - 2023 (4/25/2023)

Regulatory assets under management


Total Number of Accounts4,317
AUM (Assets Under Management)$ 1,508,968,850

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.

Company Information


POLARIS WEALTH ADVISORY GROUP

CRD#: 158718

TRUST BUT VERIFY

Monitor Ryuto Kawai

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics