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Yves Olivier Cochez

Investment adviser representative at Quattro Financial Advisors
1 stateRegistered in
$1.7BFirm assets
10 yearsFirm in business
2Exams passed

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

No employment history in this record.

Exams passed

  • Series 66 · Uniform Combined State Law2009
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 1 state (TX).

Quattro Financial Advisors

Legal name: Quattro Financial Advisors LLC

$1.7BAssets managed
81Clients
1Advisers
10 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5622010
Firm CRD
284852
Advisor's SEC record (opens in a new tab)
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