Cole Matthew Gaches
Investment adviser representative at Equitable Advisors, LLC
13 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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
- Seminars and workshops
Experience
13 years in the industry.
- Equitable Advisors, LLCFeb 2025 to now
- UnemployedAug 2024 to Feb 2025
- Arizona State UniversityAug 2022 to Aug 2024
- Neuroplay AcademicsFeb 2022 to Aug 2023
- Pierce CollegeAug 2020 to Aug 2022
- Independent ContractorMay 2018 to Aug 2020
- VivintOct 2017 to May 2018
- UnemployedSep 2017 to Oct 2017
- Bellarmine College PrepatoryAug 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 8027539
- Firm CRD
- 6627