Michael Okamoto has been an investment adviser representative at Eq since June 2024, and is not listed among the firm’s executive officers or direct owners.
Eq, LLC is a firm with $942M under management, 544 clients and 8 advisers across 12 offices, as of its September 2026 filing.
Michael Okamoto is Financial Advisor of EQ Wealth Management. He manages clients' cash flows, investments and retirement plans and serves on EQ's investment policy and financial planning committees. Before joining EQ in 2024, he was Vice President, Financial Consultant in the Private Client Group at Fidelity Investments in Seattle.
Michael Okamoto’s longest registration was 5 years at Fidelity Personal and Workplace Advisors (2018–2024). Before joining Eq in 2024, Michael Okamoto was registered through Fidelity Personal and Workplace Advisors and Strategic Advisers LLC.
- Eq Wealth ManagementCurrent– present · 2 yearsBellingham, WA · Adviser representative · Firm CRD 291033
- Fidelity Personal and Workplace Advisors– · 5 yearsBoston, MA · Adviser representative · Firm CRD 288590
- Strategic Advisers LLC– · 3 yearsTukwila, WA · Adviser representative · Firm CRD 104555
Professional designations
Listed by Eq
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michael Okamoto is registered as an investment adviser representative in 2 states. The first approvals date from June 2024; the most recent is Texas, in October 2024.
- TexasSince 1 October 2024
- WashingtonSince 28 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 November 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 May 2014 |
| Series 7 | General Securities Representative Examination | 23 April 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6285788
- Firm
- Eq · CRD 291033
- Office
- Bellingham, WA
- Registration
- Investment adviser registration
- In the industry since
- April 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- eqwm.com
Where does Michael Okamoto work?
Michael Okamoto is an investment adviser representative registered through Eq, LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Michael Okamoto a financial advisor?
Yes. Michael Okamoto has a current investment-adviser registration in Texas and Washington, through Eq since June 2024.
How many years of experience does Michael Okamoto have?
Michael Okamoto has 12 years in the financial industry, since April 2014, across 3 adviser firms.
What exams has Michael Okamoto passed?
Michael Okamoto has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in April 2014. FINRA credited Michael Okamoto with the SIE, which began in October 2018.
Where did Michael Okamoto work before Eq?
Before Eq, Michael Okamoto was registered through Strategic Advisers LLC, March 2015 to July 2018.
Where is Michael Okamoto based?
Michael Okamoto’s registered office is in Bellingham, WA.
Is Michael Okamoto registered with FINRA?
No. Michael Okamoto has no current broker registration.
Is Michael Okamoto a CFP?
Eq lists Michael Okamoto with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michael Okamoto’s record?
Search CRD 6285788 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Okamoto’s full registration record.
