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Susan Marie Nakamura

HOLLENCREST CAPITAL MANAGEMENT, LLC·NEWPORT BEACH, California
SIE, Series 6, Series 7, Series 63CFAClean record8 years registeredHOLLENCREST CAPITAL MANAGEMENT, LLC
100 BAYVIEW CIRCLE, NEWPORT BEACH, CA 92660-8903CRD# 1708693Firm CRD# 46217

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Marie Nakamura · NEWPORT BEACH, CA
Registration
CRD #1708693 · HOLLENCREST CAPITAL MANAGEMENT, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

HOLLENCREST CAPITAL MANAGEMENT
Jan 2018 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Registration record
First registered · January 4, 2018
Years registered · 8
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HOLLENCREST CAPITAL MANAGEMENT, LLC
CRD 46217 · SEC 801-55904
AUM
$2.4B
Regulatory assets under management
Employees
18
1,074 client accounts
Services offered by HOLLENCREST CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at HOLLENCREST CAPITAL MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Susan Marie Nakamura offer?
Susan Marie Nakamura specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Susan Marie Nakamura's credentials?
Susan Marie Nakamura holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Susan Marie Nakamura located?
Susan Marie Nakamura is based in NEWPORT BEACH, California, working with HOLLENCREST CAPITAL MANAGEMENT, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Susan Marie Nakamura charge for services?
Susan Marie Nakamura's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: fees related to real estate deals. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOLLENCREST CAPITAL MANAGEMENT, LLC?
HOLLENCREST CAPITAL MANAGEMENT, LLC has approximately 18 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HOLLENCREST CAPITAL MANAGEMENT, LLC

Shawn Kim
NEWPORT BEACH, CA
Gregory Paul Pellizzon
NEWPORT BEACH, CA
James Konon
NEWPORT BEACH, CA
Cameron Curtis Akers
NEWPORT BEACH, CA
Peter Joseph Pellizzon
NEWPORT BEACH, CA
Robert Burr Wolford
NEWPORT BEACH, CA
ChFC

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