Cole Stephen Matsuura
Investment adviser representative at Echo45 Advisors LLC
10 yearsExperience
1 stateRegistered in
$227.4MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Echo45 Advisors LLCFeb 2020 to now
- Four SeasonsJan 2019 to Feb 2020
- Brendan's Irish PubSep 2018 to Mar 2019
- Malibu CafeAug 2017 to Mar 2019
- The LotDec 2016 to Jul 2017
- ChipotleSep 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Echo45 Advisors LLC
$227.4MAssets managed
201Clients
6Advisers
6 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
- 7662859
- Firm CRD
- 307265