Shaun
Skeris

Ieq Capital, LLC

CRD#4483454
Investment Advisor
in Los Angeles, CA

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About this Advisor

Shaun Skeris is a chartered financial analyst operating in Los Angeles, California with a total of 1 year of industry experience. Skeris currently works for Ieq Capital, LLC. The advisor has gained experience at Pioneer Wealth Partners, LLC, Wavecrest Securities LLC, City National Bank, Umpqua Investments, Umpqua Bank, Bny Mellon and Ieq Capital, LLC. Skeris has Series 63 and Series 66 licenses, certifying them as a securities broker, and can operate in California. Ieq Capital, LLC is a registered investment company that has its headquarters in San Mateo, CA. The firm has offices in four locations and a total of 120 advisors. It has $19 billion in total assets across its 1,124 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves seven charitable organizations. Of its 1,124 customer accounts, 99% are associated with high-net-worth clients who have more than $1 million in investable assets. The business performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services depend on the type of services offered. However, fee types billed by Ieq Capital, LLC most likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years Registered*

1 year

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

11601 Wilshire Blvd Suite 460
Los Angeles, CA 90025

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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

Shaun Skeris Work History

Shaun has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Ieq Capital, LLC

2019 - 2022 (3 years)

Bny Mellon

2018 - 2019 (1 year)

Umpqua Investments

2018 - 2019 (1 year)

Umpqua Bank

2015 - 2018 (3 years)

City National Bank

2014 - 2015 (1 year)

Wavecrest Securities LLC

2012 - 2015 (3 years)

Pioneer Wealth Partners, 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 Shaun Skeris 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

Frank Mcfarland
San Mateo, CA
Jeffrey Westsmith
San Mateo, CA
Jesse Wood
San Mateo, CA
Anne Beyel
San Mateo, CA
Eric Harrison
San Mateo, CA
Alan Zafran
San Mateo, CA
Ian Linford
San Mateo, CA
Dean Horwitz
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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