Rian T. Goulart

CACHE ADVISORS LLC

San Francisco, CA

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CRD#: 7002656

Professional summary

Rian Tony Goulart, who also goes by Rian Goulart, is a registered financial advisor currently at CACHE ADVISORS LLC located in San Francisco, California and CACHE SECURITIES LLC located in San Francisco, California.

Rian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Rian has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rian Goulart

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 Rian Tony Goulart'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®

None

Experience

Current

January 20, 2026 - Present

CACHE ADVISORS LLC

RIA

CRD#: 323063

San Francisco, CA

Current

January 14, 2026 - Present

CACHE SECURITIES LLC

Office #1: 921 Front St 2nd Floor, San Francisco, CA 94111

CRD#: 319607

San Francisco, CA

Past

December 16, 2022 - January 13, 2026

DIMENSIONAL FUND ADVISORS LP

RIA

CRD#: 106482

SANTA MONICA, CA

Past

December 16, 2022 - January 13, 2026

DFA SECURITIES LLC

CRD#: 10292

SANTA MONICA, CA

Past

March 16, 2020 - November 18, 2022

HARRISDIRECT LLC

RIA

CRD#: 42159

Menlo Park, CA

Past

February 11, 2020 - November 18, 2022

E*TRADE SECURITIES LLC

CRD#: 29106

Menlo Park, CA

Past

October 10, 2018 - February 13, 2020

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

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".

CACHE ADVISORS LLC

CACHE ADVISORS LLC | CHARLIE ADVISORS LLC

CRD#: 323063 / SEC#: 801-126849

RIA

Registered Investment Advisory firm - (11/16/2022 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(1/19/2026)

IAR

Alabama
(2/12/2026)

Alaska
(1/19/2026)

Arizona
(1/19/2026)

IAR

Arizona
(2/26/2026)

Arkansas
(1/19/2026)

IAR

Arkansas
(2/13/2026)

California
(1/14/2026)

IAR

California
(1/20/2026)

Colorado
(1/19/2026)

IAR

Colorado
(2/12/2026)

Connecticut
(1/19/2026)

IAR

Connecticut
(2/13/2026)

Delaware
(1/19/2026)

IAR

Delaware
(2/12/2026)

District of Columbia
(1/19/2026)

Florida
(1/19/2026)

Georgia
(1/19/2026)

IAR

Georgia
(2/13/2026)

Hawaii
(1/19/2026)

IAR

Hawaii
(2/27/2026)

Idaho
(1/19/2026)

IAR

Idaho
(2/12/2026)

Illinois
(1/19/2026)

IAR

Illinois
(2/13/2026)

Indiana
(1/19/2026)

IAR

Indiana
(2/12/2026)

Iowa
(1/19/2026)

IAR

Iowa
(2/12/2026)

Kansas
(1/19/2026)

IAR

Kansas
(2/12/2026)

Kentucky
(1/19/2026)

Louisiana
(1/19/2026)

Maine
(1/19/2026)

IAR

Maine
(2/12/2026)

Maryland
(1/19/2026)

IAR

Maryland
(2/12/2026)

Massachusetts
(1/19/2026)

Michigan
(1/19/2026)

IAR

Michigan
(2/17/2026)

Minnesota
(1/19/2026)

IAR

Minnesota
(2/12/2026)

Mississippi
(1/19/2026)

Missouri
(1/19/2026)

IAR

Missouri
(2/13/2026)

Montana
(1/19/2026)

Nebraska
(1/19/2026)

IAR

Nebraska
(2/12/2026)

Nevada
(1/19/2026)

IAR

Nevada
(2/12/2026)

New Hampshire
(1/19/2026)

IAR

New Hampshire
(2/17/2026)

New Jersey
(1/19/2026)

IAR

New Jersey
(2/19/2026)

New Mexico
(1/19/2026)

IAR

New Mexico
(2/12/2026)

New York
(1/19/2026)

IAR

New York
(2/12/2026)

North Carolina
(1/19/2026)

IAR

North Carolina
(2/13/2026)

North Dakota
(1/19/2026)

Ohio
(1/20/2026)

IAR

Ohio
(2/12/2026)

Oklahoma
(1/19/2026)

IAR

Oklahoma
(2/12/2026)

Oregon
(1/19/2026)

Pennsylvania
(1/19/2026)

IAR

Pennsylvania
(2/18/2026)

Rhode Island
(1/19/2026)

IAR

Rhode Island
(2/13/2026)

South Carolina
(1/19/2026)

IAR

South Carolina
(2/17/2026)

South Dakota
(1/19/2026)

Tennessee
(1/19/2026)

Texas
(1/19/2026)

IAR

Texas
(2/12/2026)

Utah
(1/19/2026)

IAR

Utah
(2/12/2026)

Vermont
(1/19/2026)

IAR

Vermont
(2/12/2026)

IAR

Virgin Islands
(2/13/2026)

Virginia
(1/19/2026)

IAR

Virginia
(2/13/2026)

Washington
(1/19/2026)

IAR

Washington
(2/12/2026)

West Virginia
(1/19/2026)

Wisconsin
(1/19/2026)

IAR

Wisconsin
(2/13/2026)

Wyoming
(1/19/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/16/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/16/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/11/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/10/2018

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CACHE ADVISORS LLC

CACHE ADVISORS LLC | CHARLIE ADVISORS LLC

CRD#: 323063 / SEC#: 801-126849

RIA

Registered Investment Advisory firm - (11/16/2022 Approved)

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Contact information

Main Address

95 Third St 2nd Floor, San Francisco, CA, 94103

Mailing Address

Phone number

(213) 788-1501

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CACHE ADVISORS LLC LONG SHORT FORM ADV PART 2A (2/11/2026)

CACHE ADVISORS LLC EXCHANGE FUND FORM ADV PART 2A (2/11/2026)

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 962,105,612

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.

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Advisor Monitoring

Firm Stability Insights

Rian T. Goulart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rian Tony Goulart's CRS (Customer Relationship Summary).

Certified licenses

Experience

CACHE SECURITIES LLC

DIMENSIONAL FUND ADVISORS LP

DFA SECURITIES LLC

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

CACHE ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/16/2020

Series 63

Date: 11/16/2018

SIE

Date: 10/11/2018

Series 7

Date: 10/10/2018

FINRA

Current Firm

CACHE ADVISORS LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CACHE ADVISORS LLC

TRUST BUT VERIFY

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