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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clyde? Claim Your ProfileClyde Matsusaka is a registered investment advisor with Morgan Stanley in Honolulu, Hawaii. Clyde has been in the securities industry since 1989. Clyde is a Series 7, Series 3, Series 63, Series 65, Series 9, and Series 10 licensed professional. Clyde also holds licenses in 53 states and is registered with FINRA. Clyde is a yoga instructor in addition to his financial advisor role. Clyde provides financial planning, portfolio management, and other investment-related services to individuals, businesses, investment clubs, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations, and state or municipal government entities. Prior to joining Morgan Stanley, Clyde was employed by CITIGROUP GLOBAL MARKETS INC. and PRUDENTIAL SECURITIES INCORPORATED.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
HI
01/30/2019 - Present
Morgan Stanley (Honolulu HI)
CA
04/22/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PALO ALTO CA)
NY
07/18/1989 - 04/26/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/02/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/04/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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