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Cole Stephen Matsuura

Echo45 Advisors LLC

Walnut Creek, CA

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Current Employers
Echo45 Advisors Llc

1802 Tice Valley Blvd, Walnut Creek, CA 94595 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-20
  • CA RA
    APPROVED
    Since 2025-03-20

Branch Locations

1802 Tice Valley Blvd, Walnut Creek, CA 94595 • 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
Echo45 Advisors Llc Walnut Creek CA 02/2020 03/2025
Four Seasons Westlake Village CA 01/2019 02/2020
Brendan'S Irish Pub Newbury Park CA 09/2018 03/2019
Malibu Cafe Malibu CA 08/2017 03/2019
The Lot San Diego CA 12/2016 07/2017
Chipotle San Diego CA 09/2016 01/2017
Echo45 Advisors Llc Walnut Creek CA 03/2025 Present
  • 02/2020 → 03/2025
    Echo45 Advisors Llc
    Walnut Creek, CA
  • 01/2019 → 02/2020
    Four Seasons
    Westlake Village, CA
  • 09/2018 → 03/2019
    Brendan'S Irish Pub
    Newbury Park, CA
  • 08/2017 → 03/2019
    Malibu Cafe
    Malibu, CA
  • 12/2016 → 07/2017
    The Lot
    San Diego, CA
  • 09/2016 → 01/2017
    Chipotle
    San Diego, CA
  • 03/2025 → Present
    Echo45 Advisors Llc
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-19
  • S65 Uniform Investment Adviser Law Examination
    2025-03-19
Other Names
  • Cole Matsuura

View on SEC IAPD

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Annie Claire Klopstock
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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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