Unclaimed Profile

Marco Aurelio Abbruzzese

BANKOH INVESTMENT SERVICES, INC.·HONOLULU, Hawaii

SIE, Series 7, Series 9, Series 10, Series 66Clean record24 years registeredBANKOH INVESTMENT SERVICES, INC.

130 MERCHANT STREET, HONOLULU, HI 96813CRD# 4382801Firm CRD# 29280

Profile Verification

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

Identity

Marco Aurelio Abbruzzese · HONOLULU, HI

Registration

CRD #4382801 · BANKOH INVESTMENT SERVICES, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BANKOH INVESTMENT SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

Jan 2011 – Dec 2021

SEATTLE, WA

WELLS FARGO INVESTMENTS, LLC

Jul 2007 – Jan 2011

BELLEVUE, WA

CITICORP INVESTMENT SERVICES

Feb 2002 – Apr 2007

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 66

Registration record

First registered · February 26, 2002

Years registered · 24

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 Marco Aurelio Abbruzzese offer?

Marco Aurelio Abbruzzese specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Marco Aurelio Abbruzzese's credentials?

Marco Aurelio Abbruzzese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marco Aurelio Abbruzzese located?

Marco Aurelio Abbruzzese is based in HONOLULU, Hawaii, last registered with BANKOH INVESTMENT SERVICES, INC..

How does Marco Aurelio Abbruzzese charge for services?

Marco Aurelio Abbruzzese'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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