KY
Kevyn K. Yonesaki
GLOBAL VIEW CAPITAL MANAGEMENT LLC
HONOLULU, HI 96814
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CRD#: 6847805
KY
Professional summary
Kevyn Kazuo Yonesaki, who also goes by Kevyn K. Yonesaki, Kevyn Yonesaki, is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in Honolulu, Hawaii.
Kevyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kevyn has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kevyn K. Yonesaki | Kevyn Yonesaki
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.
[1] DIAMOND HEAD TAX GROUP; NOT INVESTMENT RELATED: ADDRESS: 1441 KAPIOLANI BOULEVARD, SUITE 912, HONOLULU, HI 96814; NATURE: TAX PREPARATION; POSITION: ADVISOR; STARTED: FEBRUARY 2024; APPROX. 160 HRS/MO; APPROX. 40-60 HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: FNANCIAL COUNSULTING. [2] PITCH; NOT INVESTMENT RELATED; ADDRESS: 685 AUAHI STREET, SUITE 216/217, HONOLULUK HI 96813; NATURE: ENTERTAINMENT SERVICES-BAR; POSITION: BARTENDER: STARTED: NOVEMBER 2023; APPROX. 20-28 HRS/MO; APPROX. ZERO HRS/MO DURING TRADING HOURS: RESPONSIBILITIES: BARTENDING SERVING BEVERAGES TO PATRONS. [3] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: MARKETING FIRM FOR INSURANCE AND ADVISORY SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE: 03.25.2025; APPROX. 20 ADVISORY HRS DURING TRADING HOURS; APPROX. ZERO ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI. GVCI HOURS LISTED SEPARTELY, IF APPLICABLE.
CRS (Client Relationship Summary) - RIA
Click below to view Kevyn Kazuo Yonesaki'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®
NoneExperience
Current
March 28, 2025 - Present
GLOBAL VIEW CAPITAL MANAGEMENT LLC
Office #1: 1441 Kapiolani Boulevard Suite 912, Honolulu, HI 96814RIA
CRD#: 158292
HONOLULU, HI
Past
January 29, 2024 - April 1, 2025
ACRYLIC FINANCIAL, INC.
RIA
CRD#: 288263
Honolulu, HI
Past
January 8, 2018 - March 4, 2022
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
HONOLULU, HI
Past
October 3, 2017 - March 4, 2022
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
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".
GV
GLOBAL VIEW CAPITAL MANAGEMENT LLC
GLOBAL CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292 / SEC#: 801-72887
RIA
Registered Investment Advisory firm - (12/8/2011 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(3/28/2025)
IAR
Texas(10/30/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GV
GLOBAL VIEW CAPITAL MANAGEMENT LLC
GLOBAL CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292 / SEC#: 801-72887
RIA
Registered Investment Advisory firm - (12/8/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188
Mailing Address
Phone number
(262) 650-1030
Established
Firm type
Fiscal year end
# of Employees
102
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,570 |
| AUM (Assets Under Management) | $ 707,976,833 |
Red Flags
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