Unclaimed Profile

Kevin Kenyatta Cheeks

ECHO45 ADVISORS LLC·WALNUT CREEK, California

Clean recordECHO45 ADVISORS LLC

1801 N CALIFORNIA BLVD, WALNUT CREEK, CA 94596CRD# 4850762Firm CRD# 307265

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Kenyatta Cheeks · WALNUT CREEK, CA

Registration

CRD #4850762 · ECHO45 ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin Kenyatta Cheeks is a registered financial advisor based in WALNUT CREEK, California, affiliated with ECHO45 ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ECHO45 ADVISORS LLC

AUM

$168M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ECHO45 ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4850762

Firm CRD# 307265

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin Kenyatta Cheeks offer?

Kevin Kenyatta Cheeks specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WALNUT CREEK, California for a consultation.

What are Kevin Kenyatta Cheeks's credentials?

Kevin Kenyatta Cheeks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Kenyatta Cheeks located?

Kevin Kenyatta Cheeks is based in WALNUT CREEK, California, working with ECHO45 ADVISORS LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does Kevin Kenyatta Cheeks charge for services?

Kevin Kenyatta Cheeks's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ECHO45 ADVISORS LLC?

ECHO45 ADVISORS LLC has approximately 7 employees and manages $168M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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