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RM

Ryan S. Miyashiro

KAHALA FINANCIAL ADVISORS
Honolulu, HI 96816
Some features on this profile are disabled
CRD#: 6045435
RM

Professional summary

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

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Ryan has worked at 1 firm .

top-8-questions

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 Ryan 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: 2007

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

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".
KF
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)

Exams

Current Firm

KF
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
2

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts163
AUM (Assets Under Management)$ 175,229,524

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

KAHALA FINANCIAL ADVISORS, LLC

CRD#: 108564Honolulu, HI 96816

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