Cole Matsuura has been an investment adviser representative at Echo45 Advisors since March 2025, and is not listed among the firm’s executive officers or direct owners. Cole Matsuura holds a BA in Organizational Communications from California State University Channel Islands.
Echo45 Advisors LLC is a Walnut Creek, CA firm with $227M under management, 201 clients and 4 advisers in one office, as of its September 2026 filing.
Cole Matsuura is Director of Financial Coordination of Echo45 Advisors. Matsuura has been with Echo45 since its founding in February 2020 and spent over five years in hospitality before transitioning into the financial services industry. He works closely with the planning team to guide clients through the financial planning process, from onboarding to the creation of a personalized financial plan.
- Echo45 Advisors LLCCurrent– present · 1 yearWalnut Creek, CA · Adviser representative · Firm CRD 307265
Professional designations
Listed by Echo45 Advisors
- CBDA
Investment adviser representative registrations
Cole Matsuura is registered as an investment adviser representative in California, since March 2025.
- CaliforniaSince 20 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 March 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cole Stephen Matsuura
- CRD
- 7662859
- Firm
- Echo45 Advisors · CRD 307265
- Office
- 1802 TICE VALLEY BLVD, Walnut Creek, CA 94595
- Registration
- Investment adviser registration
- In the industry since
- March 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- echo45advisors.com
Where does Cole Matsuura work?
Cole Matsuura is an investment adviser representative registered through Echo45 Advisors LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Cole Matsuura a financial advisor?
Yes. Cole Matsuura has a current investment-adviser registration in California, through Echo45 Advisors since March 2025.
How many years of experience does Cole Matsuura have?
Cole Matsuura has 1 year in the financial industry, since March 2025, across 1 adviser firm.
What exams has Cole Matsuura passed?
Cole Matsuura passed the Series 65 in March 2025.
Where is Cole Matsuura based?
Cole Matsuura’s registered office is in Walnut Creek, CA.
Is Cole Matsuura registered with FINRA?
No. Cole Matsuura has no current broker registration.
How can I verify Cole Matsuura’s record?
Search CRD 7662859 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cole Matsuura’s full registration record.
- David ReichertChief Compliance Officer
Jon HendersonFounder and Chief Investment Officer