Financial ADVSR advisor directory · SEC adviser records
Iconiq Capital, LLC financial advisors in California
Every SEC-registered investment adviser representative at a Iconiq Capital, LLC office in California, by city and A to Z.
The short answer
69 registered advisors work at Iconiq Capital, LLC in California, out of 81 nationwide; it's the firm's number 1 state by advisors, and the most are in San Francisco (73). 4 list the CFP designation and 0 are also registered broker representatives.
Iconiq Capital, LLC advisors by city in California
Every firm in California →Iconiq Capital, LLC advisors in California, A to Z
Search by name →- Martinez F. AnnaSan Francisco
- Jackson E. Aris-DumasSan Francisco
- Andrew H. AubeSan Francisco
- Peter P. BachalisSan Francisco
- Michaela G. BarnettSan Francisco
- Adam J. BattatSan Francisco
- Tessa BednarzSan Francisco
- Jacob T. BiedronskiSan Francisco
- Maximilien T. BonnefoySan Francisco
- Kazan N. BraeckmanSan Francisco
- Paige R. CarmonaSan Francisco · Certified Financial Planner
- Nicholas CarrollSan Francisco
- Sanjay ChallaSan Francisco
- Jack R. CurcioSan Francisco
- Tushar DabralSan Francisco
- Lindzey L. DauSan Francisco
- Adam S. DurfeeSan Francisco · Certified Financial Planner
- Will FarrSan Francisco
- Christopher GawSan Francisco
- Campbell GulbinSan Francisco
- Eileen M. HarrisSan Francisco
- Nanea M. HaynesSan Francisco
- Monica D. HernandezSan Francisco
- Olive HsiaoSan Francisco
- Frances D. HuttonSan Francisco · Chartered Financial Analyst
- Owen H. HymelSan Francisco
- Ryan M. JacksonSan Francisco
- Elizabeth A. KaiserSan Francisco
- Nicole A. LacourSan Francisco
- Jake C. LenettSan Francisco
- Xinran LianSan Francisco
- Megan E. LundmarkSan Francisco
- Elaine J. MaSan Francisco
- Divesh K. MakanSan Francisco
- Erin E. McClaveSan Francisco
- Courtney McGregorSan Francisco
- Eric McKennaSan Francisco
- Kristina M. McNamaraSan Francisco · Chartered Financial Analyst
- Madeleine M. McNellSan Francisco · Chartered Financial Analyst
- Ajay MongaSan Francisco
- Christopher D. MoySan Francisco
- Kristyna M. MurphySan Francisco
- Kelly MyrsethSan Francisco
- Daniel K. NetzerSan Francisco
- Michael NorrisSan Francisco
- Justin Nsiah-AmoakoSan Francisco
- Clark A. OsbornSan Francisco
- Jessica R. PanettieriSan Francisco
- Mark A. PoelmaSan Francisco · Chartered Financial Analyst
- Hao QiuSan Francisco
- Victoria M. RauletSan Francisco
- Andrea I. RomeroSan Francisco
- Owen D. RosebeckSan Francisco
- Christopher J. SavageSan Francisco
- Hershil ShahSan Francisco
- Jacob T. SiewertSan Francisco
- Anna R. SmithSan Francisco
- Sarah C. SpellingsSan Francisco
- William N. SteinerSan Francisco
- Chase E. TomlinsSan Francisco
- Matthew Ursin-SmithSan Francisco
- Nicholas R. WagstaffSan Francisco
- Sean R. WalpertSan Francisco · Certified Financial Planner
- Patrick A. WeismanSan Francisco
- Steffen WestphalSan Francisco
- Grace WigingtonSan Francisco · Certified Financial Planner
- Eric WirdakSan Francisco
- Alex P. WisnewskiSan Francisco
- Xander A. ZabetianSan Francisco
Iconiq Capital, LLC advisors in every state →Iconiq Capital, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Iconiq Capital, LLC in other states
Questions
How many Iconiq Capital, LLC financial advisors are in California?
69 investment adviser representatives are registered at Iconiq Capital, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 81 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Iconiq Capital, LLC have the most advisors?
San Francisco, with 73. Iconiq Capital, LLC has advisors in 1 city in California.
How do I check a Iconiq Capital, LLC advisor in California?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Iconiq Capital, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.