Robert
Skinner

Ieq Capital, LLC

CRD#2680849
Investment Advisor
in San Mateo, CA

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About this Advisor

Robert Skinner is a financial advisor based out of San Mateo, California who has 4 years of industry experience. Skinner currently works for Ieq Capital, LLC. Over the course of their career, they have held roles at First Republic Securities Company, LLC, First Republic Investment Management, Inc and Ieq Capital, LLC. Skinner has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California, Colorado, Connecticut, Delaware, Maryland, Nevada, New Jersey, North Carolina, Ohio, Oregon, Texas, Utah and Washington. Ieq Capital, LLC is a financial advisory company operating out of San Mateo, CA. The firm has offices in four locations and a total of 120 advisors. It manages $19 billion in assets under management across its 1,124 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves seven charities and foundations. Of its 1,124 client accounts, 99% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm offers a broad array 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 advisory fee schedules usually depend on which services the firm provides the client. Fee types billed by Ieq Capital, LLC may include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

950 Tower Lane Suite 1800
San Mateo, CA 94404

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Ieq Capital, LLC Brokerage Details

Total Assets Under Management

$18,535,663,873

CA Average: $7,578,581,321
Total Number of Employees

120

CA Average: 43
Total Number of Accounts

1,124

CA Average: 3,727
Average Account Size

$16,490,804

CA Average: $2,033,427

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

Robert Skinner Work History

Robert has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Ieq Capital, LLC

2017 - 2019 (2 years)

First Republic Securities Company, LLC

2017 - 2019 (2 years)

First Republic Investment Management, Inc

2013 - 2017 (4 years)

First Republic Securities Company, LLC

*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 Robert Skinner 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

Dean Horwitz
San Mateo, CA
Ian Linford
San Mateo, CA
Robert Skinner
San Mateo, CA
Alan Zafran
San Mateo, CA
Samuel Shephard
San Mateo, CA
Frank Mcfarland
San Mateo, CA
Anne Beyel
San Mateo, CA
John Mccourt
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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