Kevin Colas, financial advisor Redwood City CA

Kevin Colas

CRD Number: 5644192
Current Firm: Oceaniq Capital, LLC

Kevin Colas (CRD# 5644192) is an Investment Advisor Representative working at Oceaniq Capital, LLC in Redwood City, CA and has over 13 years of experience in the finance industry.

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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
Vaxa Inc. Chicago, IL Jan 2007 - Mar 2013 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for Kevin L. Colas
Phone Number: (415) 432-7580
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    125
    MILLIONS
  • Total Number of Accounts
    279
    ACCOUNTS
  • Average Account Value
    $448,751
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, FL, TX

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