Cole Stephen Matsuura
Investment Adviser Representative at Echo45 Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cole Stephen Matsuura is an investment adviser representative with Echo45 Advisors LLC in Walnut Creek, CA, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Echo45 Advisors LLCFeb 2020 – Mar 2025Walnut Creek, CA
- FOUR SeasonsJan 2019 – Feb 2020Westlake Village, CA
- Brendan's Irish PUBSep 2018 – Mar 2019Newbury Park, CA
- Malibu CAFEAug 2017 – Mar 2019Malibu, CA
- THE LOTDec 2016 – Jul 2017San Diego, CA
- ChipotleSep 2016 – Jan 2017San Diego, CA
- Echo45 Advisors LLCMar 2025 – no end date reportedWalnut Creek, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Echo45 Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- Comprehensive Wealth Management - First $1,000,0001.50%
- Comprehensive Wealth Management - Next $4,000,0001.00%
- Comprehensive Wealth Management - Next $5,000,0000.75%
- Comprehensive Wealth Management - Over $10,000,0000.65%
+6 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Walnut Creek, CA
- SEC file number:
- 801-118109
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 23, 2026
View full firm profileOther advisors at Echo45 Advisors LLC
4 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cole Stephen Matsuura has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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