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Hiroshi M

Series 63, Series 65

Azusa, CA

Global Assets Advisory, LLC

Hiroshi Mizutani is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior positions include roles at Merrill, Citigroup Global Markets, and Western International Securities. Global Assets Advisory, LLC serves individuals, high-net-worth clients, retirement plans, charities, and businesses with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm’s team approach emphasizes customized portfolios using mutual funds, ETFs, equities, and fixed income, employing both internal and third-party asset managers.

Active portfolio management Options & derivatives strategies Concentrated stock management
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