Christian
Nelson
Ieq Capital, LLC
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About this Advisor
Christian Nelson is a financial advisor operating in San Mateo, California with a total of 4 years of relevant experience. Nelson is currently employed by Ieq Capital, LLC. Over the course of their career, Nelson has held roles at Fidelity Investments, First Republic Securities Company, LLC, First Republic Investment Management, First Republic Investment Management, Inc and Ieq Capital, LLC. Nelson has Series 63, Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California, Colorado, New York, Washington and Wisconsin. Ieq Capital, LLC is an advisory business that has its headquarters in San Mateo, CA. The firm has offices in four locations and a total of 120 financial advisors. It manages $19 billion in assets among its 1,124 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to seven charities and foundations. Of its 1,124 customer accounts, 99% belong to high-net-worth individuals who have at least $1 million in assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules typically vary depending on which services the firm provides the client. Fee types charged by Ieq Capital, LLC most likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ieq Capital, LLC Brokerage Details
$18,535,663,873
120
1,124
$16,490,804
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Christian Nelson Work History
Christian has been registered as a financial advisor for 4 years.*
Ieq Capital, LLC
First Republic Investment Management, Inc
First Republic Securities Company, LLC
First Republic Securities Company, LLC
First Republic Investment Management
Fidelity Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christian Nelson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ieq Capital, LLC
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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