Daniel Hill (CRD# 6969825) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 5 years of experience in the finance industry.
CRD# 5204248
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2531770
Ubs Financial Services Inc.
CRD# 6153090
Citigroup Global Markets Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Ieq Capital, LLC | Foster City, CA | Jul 2019 - Current | 5 |
Pomona College | Claremont, CA | Sep 2015 - May 2019 | 3 |
Goldman Sachs | San Francisco, CA | Jun 2018 - Aug 2018 | < 1 |
Fleet-feet Sports | Menlo Park, CA | May 2017 - Aug 2017 | < 1 |
Sequoia Consulting | Foster City, CA | May 2016 - Aug 2016 | < 1 |
Fleet - Feet Sports | Menlo Park, CA | May 2015 - Aug 2015 | < 1 |
Sacred Heart Preparatory | Atherton, CA | Sep 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- CA
-
Total Assets Under Management23,584MILLIONS
-
Total Number of Accounts1,434ACCOUNTS
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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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