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Michael Okamoto

Michael Okamoto

EQ WEALTH MANAGEMENT | Vice President, Financial Consultant
Seattle, WA
Some features on this profile are disabled
CRD#: 6285788
Michael Okamoto

Professional summary

Michael Okamoto, CFP®, who also goes by Michael Okamoto Barth, Michael Okamoto Okamoto, is a registered financial advisor currently at EQ WEALTH MANAGEMENT located in Seattle, Washington.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Biography

I am proud to be working for Fidelity, a firm that offers our clients the resources to improve their financial well being. By partnering with me, I can help bring about clarity and peace of mind when working towards your financial goals.
top-8-questions

Question & Answer

What are your service offerings?
Education Planning
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
Tax Planning
Estate Planning
Employee and Employer Plan Ben...
Insurance Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes

Aliases

Michael Okamoto Barth | Michael Okamoto Okamoto

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Okamoto's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2018

Education

Eastern Washington University

Bachelor of Business Administration - Business Administration

2013

Experience

Current

June 28, 2024 - Present

EQ WEALTH MANAGEMENT

RIA
CRD#: 291033
Seattle, WA
Past

July 13, 2018 - July 9, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

March 3, 2015 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
TUKWILA, WA
Past

April 23, 2014 - July 9, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
TUKWILA, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EQ WEALTH MANAGEMENT
EQ WEALTH MANAGEMENT | EQ, LLC

CRD#: 291033 / SEC#: 801-112224

RIA
Registered Investment Advisory firm - (1/2/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(10/1/2024)
IAR
Washington
(6/28/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/17/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/8/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/23/2014
General Securities Representative Examination

Current Firm

EW
EQ WEALTH MANAGEMENT
EQ WEALTH MANAGEMENT | EQ, LLC

CRD#: 291033 / SEC#: 801-112224

RIA
Registered Investment Advisory firm - (1/2/2018 Approved)
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Contact information

Main Address
Bellevue, WA
Mailing Address
P. O. Box 53446, Bellevue, WA 98105
Phone number
(425) 434-1000
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A (291033) (4/22/2025)

Regulatory assets under management

Total Number of Accounts2,113
AUM (Assets Under Management)$ 722,956,251

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EQ WEALTH MANAGEMENT

Vice President, Financial ConsultantCRD#: 291033Seattle, WA

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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