Michael Okamoto
Investment adviser representative at Eq Wealth Management
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$941.7MFirm assets
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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.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Eq Wealth ManagementJun 2024 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to now
- Fidelity Brokerage Services LLCJan 2014 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Eq Wealth Management
Legal name: Eq, LLC
$941.7MAssets managed
544Clients
9Advisers
8 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
- 6285788
- Firm CRD
- 291033