AdvisorOS Directory
Claim Profile
Unclaimed Profile
DB

David Robert Brant

BANKOH INVESTMENT SERVICES, INC.·HONOLULU, Hawaii
SIE, Series 7, Series 24, Series 27, Series 66, Series 99TOClean recordBANKOH INVESTMENT SERVICES, INC.
130 MERCHANT STREET, HONOLULU, HI 96813CRD# 2718478Firm CRD# 29280

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Robert Brant · HONOLULU, HI
Registration
CRD #2718478 · BANKOH INVESTMENT SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 66
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BANKOH INVESTMENT SERVICES, INC.
CRD 29280 · SEC 801-105480
AUM
$344M
Regulatory assets under management
Employees
37
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

Speak with David Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HONOLULU?

Browse all registered financial advisors in HONOLULU, Hawaii or claim this profile if it's yours.

Browse HONOLULU AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does David Robert Brant offer?
David Robert Brant specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HONOLULU, Hawaii for a consultation.
What are David Robert Brant's credentials?
David Robert Brant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Robert Brant located?
David Robert Brant 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 David Robert Brant charge for services?
David Robert Brant'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BANKOH INVESTMENT SERVICES, INC.

Pamela Joy Moy
HONOLULU, HI
Christopher Robert Keller
HONOLULU, HI
Christopher Anthony Otto
HONOLULU, HI
CFP
Brandi Kanoalehua Hino
HONOLULU, HI
Marco Aurelio Abbruzzese
HONOLULU, HI

More Advisors in HONOLULU, Hawaii

Clifton M Yasutomi
MISSION FINANCIAL GROUP, LLC·HONOLULU, HI
Mario Kai Ming Yim
YIM INVESTMENT MANAGEMENT, LLC·HONOLULU, HI
CFP
Everett Spencer Mcdaniel
PACIFIC ISLANDS WEALTH MANAGEMENT LLC·HONOLULU, HI
Michael Katsumi Hirai
BISHOP STREET CAPITAL MANAGEMENT CORP·HONOLULU, HI
Victoria De Los Angeles Canto-Ponce
CADINHA & CO LLC·HONOLULU, HI
Donald Gordon Charles
BANK OF HAWAII·HONOLULU, HI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Hawaii
KULA (1)KAILUA-KONA (0)PUKALAMI (0)KIHEI (0)
City Guides
KULA GuideKAILUA-KONA GuidePUKALAMI GuideKIHEI Guide
Research
Advisor Fees in HawaiiNational Fee Analysis
Request removal of this profile