Unclaimed Profile

Matthew Kaneichi Tanaka

MOSAIC PACIFIC INVESTMENT ADVISORS LLC·HONOLULU, Hawaii

Series 7, Series 8, Series 9, Series 10, Series 63, Series 65Clean record24 years registeredMOSAIC PACIFIC INVESTMENT ADVISORS LLC

615 PIIKOI, HONOLULU, HI 96814CRD# 1451492Firm CRD# 169423

Profile Verification

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

Identity

Matthew Kaneichi Tanaka · HONOLULU, HI

Registration

CRD #1451492 · MOSAIC PACIFIC INVESTMENT ADVISORS LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MOSAIC PACIFIC INVESTMENT ADVISORS LLC

MOSAIC PACIFIC INVESTMENT ADVISORS

Jan 2014 – Oct 2025

HONOLULU, HI

TD AMERITRADE, INC.

May 2003 – Apr 2010

HONOLULU, HI

YCMNET ADVISORS

Apr 2002 – May 2003

HONOLULU, HI

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · April 12, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MOSAIC PACIFIC INVESTMENT ADVISORS LLC

CRD 169423 · SEC 801-117256

AUM

$380M

Regulatory assets under management

Employees

1,532 client accounts

Services offered by MOSAIC PACIFIC INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MOSAIC PACIFIC INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Kaneichi Tanaka offer?

Matthew Kaneichi Tanaka specializes in Financial Planning, Investment Management.

What are Matthew Kaneichi Tanaka's credentials?

Matthew Kaneichi Tanaka is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Kaneichi Tanaka located?

Matthew Kaneichi Tanaka is based in HONOLULU, Hawaii, last registered with MOSAIC PACIFIC INVESTMENT ADVISORS LLC.

How does Matthew Kaneichi Tanaka charge for services?

Matthew Kaneichi Tanaka's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MOSAIC PACIFIC INVESTMENT ADVISORS LLC?

MOSAIC PACIFIC INVESTMENT ADVISORS LLC has approximately 8 employees and manages $380M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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