Unclaimed Profile

Everett Spencer Mcdaniel

PACIFIC ISLANDS WEALTH MANAGEMENT LLC·HONOLULU, Hawaii

Series 7, Series 63, Series 65Clean record25 years registeredPACIFIC ISLANDS WEALTH MANAGEMENT LLC

1314 S. KING STREET, HONOLULU, HI 96814CRD# 2837345Firm CRD# 156532

Profile Verification

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

Identity

Everett Spencer Mcdaniel · HONOLULU, HI

Registration

CRD #2837345 · PACIFIC ISLANDS WEALTH MANAGEMENT LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PACIFIC ISLANDS WEALTH MANAGEMENT LLC

INVESTMENT MANAGEMENT HAWAII

Mar 2016 – Mar 2017

HONOLULU, HI

PACIFIC ISLANDS FINANCIAL MANAGEMENT, LLC

Nov 2004 – Aug 2009

HONOLULU, HI

INVESMART ADVISORS INC

Mar 2001 – Nov 2004

HONOLULU, HI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 9, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACIFIC ISLANDS WEALTH MANAGEMENT LLC

CRD 156532 · SEC 801-77597

AUM

$144M

Regulatory assets under management

Employees

175 client accounts

Services offered by PACIFIC ISLANDS WEALTH MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PACIFIC ISLANDS WEALTH MANAGEMENT LLC →

Introduction

Speak with Everett

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

Not sure if Everett 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 Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Everett Spencer Mcdaniel offer?

Everett Spencer Mcdaniel specializes in Investment Management, Fee-Only Advisory.

What are Everett Spencer Mcdaniel's credentials?

Everett Spencer Mcdaniel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Everett Spencer Mcdaniel located?

Everett Spencer Mcdaniel is based in HONOLULU, Hawaii, last registered with PACIFIC ISLANDS WEALTH MANAGEMENT LLC.

How does Everett Spencer Mcdaniel charge for services?

Everett Spencer Mcdaniel'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 PACIFIC ISLANDS WEALTH MANAGEMENT LLC?

PACIFIC ISLANDS WEALTH MANAGEMENT LLC has approximately 3 employees and manages $144M 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 →