Kevin Colas (CRD# 5644192) is an Investment Advisor Representative working at Oceaniq Capital, LLC in Redwood City, CA and has over 14 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oceaniq Capital LLC | Redwood City, CA | Jun 2019 - Oct 2020 | 1 |
| Exploration Ventures | Berkeley, CA | Jan 2018 - Jun 2019 | 1 |
| Beledor | Pacifica, CA | Nov 2017 - Sep 2018 | < 1 |
| Vaxa Inc. | San Francisco, CA | Jan 2015 - Nov 2017 | 2 |
| Gohealth/norvax | Chicago, IL | Apr 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- CA
- TX
-
Total Assets Under Management181MILLIONS
-
Total Number of Accounts259ACCOUNTS
-
Average Account Value$700,029
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, TX
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