Unclaimed Profile

Christopher Anthony Otto

BANKOH INVESTMENT SERVICES, INC.·HONOLULU, Hawaii

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 99TOCFPClean record12 years registeredBANKOH INVESTMENT SERVICES, INC.

130 MERCHANT STREET, HONOLULU, HI 96813CRD# 4437714Firm CRD# 29280

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Anthony Otto · HONOLULU, HI

Registration

CRD #4437714 · BANKOH INVESTMENT SERVICES, INC. · 12 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Aug 2025 – present

BANKOH ADVISORS

Mar 2014 – Aug 2025

HONOLULU, HI

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 99TO

Registration record

First registered · March 20, 2014

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BANKOH INVESTMENT SERVICES, INC.

CRD 29280 · SEC 801-105480

AUM

$344M

Regulatory assets under management

Employees

1,202 client accounts

Services offered by BANKOH INVESTMENT SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BANKOH INVESTMENT SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Christopher Anthony Otto offer?

Christopher Anthony Otto specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HONOLULU, Hawaii for a consultation.

What are Christopher Anthony Otto's credentials?

Christopher Anthony Otto holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Christopher Anthony Otto located?

Christopher Anthony Otto is based in HONOLULU, Hawaii, working with BANKOH INVESTMENT SERVICES, INC.. Their office serves clients in the HONOLULU metropolitan area and surrounding communities.

How does Christopher Anthony Otto charge for services?

Christopher Anthony Otto's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BANKOH INVESTMENT SERVICES, INC.?

BANKOH INVESTMENT SERVICES, INC. has approximately 37 employees and manages $344M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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