Cole Matthew Wasson
Investment adviser representative at Suncoast Equity Management, LLC
5 yearsExperience
1 stateRegistered in
CFADesignation
$2.1BFirm assets
Are you Cole Matthew Wasson? Claim your profile
Contact this firm
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
Experience
5 years in the industry.
- Suncoast Equity Management, LLCOct 2021 to now
- Henderson BrothersJan 2021 to Sep 2021
- University of TampaAug 2016 to Dec 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Suncoast Equity Management, LLC
$2.1BAssets managed
870Clients
7Advisers
23 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
- 6961699
- Firm CRD
- 108289