Samantha Colleran (CRD# 7583601) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 2 years of experience in the finance industry.
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 4301372
State Farm Investment Management Corp.
CRD# 4094448
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ieq Capital | Foster City, CA | Jun 2022 - Current | 1 |
| Ieq Capital | Foster City, CA | Jun 2021 - Jun 2022 | 1 |
| Chapman University | Orange, CA | Aug 2018 - May 2022 | 3 |
| Whittier Trust | Newport Beach, CA | Jun 2019 - May 2021 | 1 |
| Pain Du Monde | Newport Beach, CA | May 2018 - Jul 2018 | < 1 |
| Corona Del Mar High School | Newport Beach, Ca, CA | Sep 2014 - Jun 2018 | 3 |
| Grace Fellowship Church | Costa Mesa, CA | May 2017 - Aug 2017 | < 1 |
| Corona Del Mar Middle School | Newport Beach, CA | Jun 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- CA
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Total Assets Under Management23,584MILLIONS
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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)
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