Scott
Mesa
Ieq Capital, LLC
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About this Advisor
Scott Mesa is a certified financial planner who works out of Los Angeles, California, with 1 year of relevant experience. Mesa is an advisor for Ieq Capital, LLC. During their career, the advisor has held roles at Rim Securities LLC, Self, Bny Mellon, Bny Mellon Securities Corporation and Ieq Capital, LLC. Mesa maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in California. Ieq Capital, LLC is a registered investment business headquartered in San Mateo, CA. The company has offices in four locations and a total of 120 employees. It oversees $19 billion in assets across its 1,124 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises seven charities and foundations. Of its 1,124 client accounts, 99% are associated with high-net-worth clients who have greater than $1 million in assets. The firm offers a diverse set 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 typically depend on which services are offered. However, fees charged by Ieq Capital, LLC can include 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
Scott Mesa Work History
Scott has been registered as a financial advisor for 1 years.*
Ieq Capital, LLC
Self
Bny Mellon Securities Corporation
Bny Mellon
Rim Securities 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 Scott Mesa 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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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.
