Adam Beard (CRD# 2642691) is an Investment Advisor Representative working at Ieq Capital, LLC in Boston, MA and has over 17 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ieq Capital, LLC | Foster City, CA | May 2023 - Current | < 1 |
| First Republic Securities Company, LLC | Boston, MA | May 2018 - May 2023 | 5 |
| First Republic Investment Management, Inc. | Boston, MA | May 2018 - May 2023 | 5 |
| Jefferies & Company, Inc. | Boston, MA | Jun 2010 - May 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- CA
- MA
-
Total Assets Under Management23,584MILLIONS
-
Total Number of Accounts1,434ACCOUNTS
-
Average Account Value$16,446,551
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
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