Kera E. Wong-miyasato

NEOKAI CAPITAL

HONOLULU, HI 96814

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CRD#: 6690223

Professional summary

Kera Emiko Wong-miyasato, who also goes by Kera Wong-miyasato, is a registered financial advisor currently at NEOKAI CAPITAL located in Honolulu, Hawaii.

Kera is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kera has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kera Wong-Miyasato

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.

Business name: University of Hawai?i Not investment-related Address: 2500 Campus Road Honolulu, HI 96822 Nature: Education Position: Financial Wellness Specialist Start Date: March 2024 Hours devoted: 2 hours Duties: Develops and delivers financial literacy workshops to help students and staff build practical money management skills. Focuses on empowering students and staff with knowledge on topics such as budgeting, credit, paying for college, preparing for retirement, and overall financial well-being. This activity is educational in nature and does not involve offering individualized investment advice.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kera Emiko Wong-miyasato's 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

September 1, 2023 - Present

NEOKAI CAPITAL

Office #1: 1585 Kapiolani Blvd Suite 1612, Honolulu, HI 96814

RIA

CRD#: 319006

HONOLULU, HI

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
(9/1/2023)

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: 8/16/2023

Uniform Investment Adviser Law Examination

Current Firm

NEOKAI CAPITAL

AKAMAI CAPITAL ADVISORS | NEOKAI CAPITAL LLC | NEOKAI CAPITAL | AKAMAI CAPITAL ADVISORS LLC

CRD#: 319006 / SEC#:

California

Registered Investment Advisory firm - (5/7/2025 Approved)

Hawaii

Registered Investment Advisory firm - (5/26/2022 Approved)

Texas

Registered Investment Advisory firm - (5/9/2025 Conditional Restricted)

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Contact information

Main Address

1585 Kapiolani Blvd Suite 1612, Honolulu, HI 96814-4528

Mailing Address

Phone number

(808) 736-7679

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	252
AUM (Assets Under Management)	$ 42,055,767

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.

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Kera E. Wong-miyasato

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kera Emiko Wong-miyasato's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEOKAI CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 8/16/2023

Current Firm

NEOKAI CAPITAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NEOKAI CAPITAL

TRUST BUT VERIFY

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