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Rian Tony Goulart

Cache Advisors LLC

San Francisco, CA

Walnut Creek, CA

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Current Employers
Cache Advisors Llc

95 Third St, 2Nd Floor, San Francisco, CA 94103 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-10
ND RA APPROVED 2026-04-07
AK RA APPROVED 2026-03-27
MT RA APPROVED 2026-03-26
WV RA APPROVED 2026-03-20
KY RA APPROVED 2026-03-19
WY RA APPROVED 2026-03-19
MS RA APPROVED 2026-03-18
SD RA APPROVED 2026-03-18
FL RA APPROVED 2026-03-16
OR RA APPROVED 2026-03-12
DC RA APPROVED 2026-03-11
HI RA APPROVED 2026-02-27
AZ RA APPROVED 2026-02-26
NJ RA APPROVED 2026-02-19
PA RA APPROVED 2026-02-18
MI RA APPROVED 2026-02-17
NH RA APPROVED 2026-02-17
SC RA APPROVED 2026-02-17
AR RA APPROVED 2026-02-13
CT RA APPROVED 2026-02-13
GA RA APPROVED 2026-02-13
IL RA APPROVED 2026-02-13
MO RA APPROVED 2026-02-13
NC RA APPROVED 2026-02-13
RI RA APPROVED 2026-02-13
VA RA APPROVED 2026-02-13
WI RA APPROVED 2026-02-13
VI RA APPROVED 2026-02-13
AL RA APPROVED 2026-02-12
CO RA APPROVED 2026-02-12
DE RA APPROVED 2026-02-12
ID RA APPROVED 2026-02-12
IN RA APPROVED 2026-02-12
IA RA APPROVED 2026-02-12
KS RA APPROVED 2026-02-12
ME RA APPROVED 2026-02-12
MD RA APPROVED 2026-02-12
MN RA APPROVED 2026-02-12
NE RA APPROVED 2026-02-12
NV RA APPROVED 2026-02-12
NM RA APPROVED 2026-02-12
NY RA APPROVED 2026-02-12
OH RA APPROVED 2026-02-12
OK RA APPROVED 2026-02-12
TX RA APPROVED 2026-02-12
UT RA APPROVED 2026-02-12
VT RA APPROVED 2026-02-12
WA RA APPROVED 2026-02-12
CA RA APPROVED 2026-01-20
  • MA RA
    APPROVED
    Since 2026-04-10
  • ND RA
    APPROVED
    Since 2026-04-07
  • AK RA
    APPROVED
    Since 2026-03-27
  • MT RA
    APPROVED
    Since 2026-03-26
  • WV RA
    APPROVED
    Since 2026-03-20
  • KY RA
    APPROVED
    Since 2026-03-19
  • WY RA
    APPROVED
    Since 2026-03-19
  • MS RA
    APPROVED
    Since 2026-03-18
  • SD RA
    APPROVED
    Since 2026-03-18
  • FL RA
    APPROVED
    Since 2026-03-16
  • OR RA
    APPROVED
    Since 2026-03-12
  • DC RA
    APPROVED
    Since 2026-03-11
  • HI RA
    APPROVED
    Since 2026-02-27
  • AZ RA
    APPROVED
    Since 2026-02-26
  • NJ RA
    APPROVED
    Since 2026-02-19
  • PA RA
    APPROVED
    Since 2026-02-18
  • MI RA
    APPROVED
    Since 2026-02-17
  • NH RA
    APPROVED
    Since 2026-02-17
  • SC RA
    APPROVED
    Since 2026-02-17
  • AR RA
    APPROVED
    Since 2026-02-13
  • CT RA
    APPROVED
    Since 2026-02-13
  • GA RA
    APPROVED
    Since 2026-02-13
  • IL RA
    APPROVED
    Since 2026-02-13
  • MO RA
    APPROVED
    Since 2026-02-13
  • NC RA
    APPROVED
    Since 2026-02-13
  • RI RA
    APPROVED
    Since 2026-02-13
  • VA RA
    APPROVED
    Since 2026-02-13
  • WI RA
    APPROVED
    Since 2026-02-13
  • VI RA
    APPROVED
    Since 2026-02-13
  • AL RA
    APPROVED
    Since 2026-02-12
  • CO RA
    APPROVED
    Since 2026-02-12
  • DE RA
    APPROVED
    Since 2026-02-12
  • ID RA
    APPROVED
    Since 2026-02-12
  • IN RA
    APPROVED
    Since 2026-02-12
  • IA RA
    APPROVED
    Since 2026-02-12
  • KS RA
    APPROVED
    Since 2026-02-12
  • ME RA
    APPROVED
    Since 2026-02-12
  • MD RA
    APPROVED
    Since 2026-02-12
  • MN RA
    APPROVED
    Since 2026-02-12
  • NE RA
    APPROVED
    Since 2026-02-12
  • NV RA
    APPROVED
    Since 2026-02-12
  • NM RA
    APPROVED
    Since 2026-02-12
  • NY RA
    APPROVED
    Since 2026-02-12
  • OH RA
    APPROVED
    Since 2026-02-12
  • OK RA
    APPROVED
    Since 2026-02-12
  • TX RA
    APPROVED
    Since 2026-02-12
  • UT RA
    APPROVED
    Since 2026-02-12
  • VT RA
    APPROVED
    Since 2026-02-12
  • WA RA
    APPROVED
    Since 2026-02-12
  • CA RA
    APPROVED
    Since 2026-01-20

Branch Locations

95 Third St, 2Nd Floor, San Francisco, CA 94103 • United States

Walnut Creek, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 08/2018 02/2020
University Of Oregon Eugene OR 09/2014 07/2018
Massmutual Financial Group Lake Oswego OR 07/2017 08/2017
University Tees Eugene OR 07/2016 03/2017
E*Trade Capital Management Llc Palo Alto CA 02/2020 01/2021
E*Trade Capital Management Llc Menlo Park CA 01/2021 11/2022
Dimensional Fund Advisors Santa Monica CA 11/2022 01/2026
Cache Securities, Llc San Francisco CA 01/2026 Present
Cache Advisors, Llc San Francisco CA 01/2026 Present
  • 08/2018 → 02/2020
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 09/2014 → 07/2018
    University Of Oregon
    Eugene, OR
  • 07/2017 → 08/2017
    Massmutual Financial Group
    Lake Oswego, OR
  • 07/2016 → 03/2017
    University Tees
    Eugene, OR
  • 02/2020 → 01/2021
    E*Trade Capital Management Llc
    Palo Alto, CA
  • 01/2021 → 11/2022
    E*Trade Capital Management Llc
    Menlo Park, CA
  • 11/2022 → 01/2026
    Dimensional Fund Advisors
    Santa Monica, CA
  • 01/2026 → Present
    Cache Securities, Llc
    San Francisco, CA
  • 01/2026 → Present
    Cache Advisors, Llc
    San Francisco, CA
Previous Registrations
  • 2022-12-16 → 2026-01-13
    Dimensional Fund Advisors Lp
    Santa Monica, CA
    Austin, TX
  • 2020-03-16 → 2022-11-18
    Harrisdirect Llc
    Menlo Park, CA
    Palo Alto, CA
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-16
S63 Uniform Securities Agent State Law Examination 2018-11-16
  • S66 Uniform Combined State Law Examination
    2020-03-16
  • S63 Uniform Securities Agent State Law Examination
    2018-11-16
Other Names
  • Rian Goulart

View on SEC IAPD

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VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

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JOHN HUGH MCDEVITT
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MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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