Tyler Baumann (CRD# 7642143) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has 1 year of experience in the finance industry.
CRD# 6153090
Citigroup Global Markets Inc.
CRD# 5395196
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6435798
Ameritas Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ieq Capital, LLC | Foster City, CA | Jul 2022 - Current | 1 |
| Stanford University | Palo Alto, CA | Aug 2018 - May 2022 | 3 |
| Zs Associates | South San Francisco, CA | Jun 2021 - Sep 2021 | < 1 |
| Franklin Templeton | San Mateo, CA | Jul 2020 - Sep 2020 | < 1 |
| Serra High School | San Mateo, CA | Jun 2019 - Sep 2019 | < 1 |
| San Mateo Pal | San Mateo, CA | Jun 2018 - Sep 2018 | < 1 |
| Junipero Serra High School | San Mateo, CA | Sep 2014 - Jun 2018 | 3 |
| Middle School | San Mateo, CA | Sep 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- CA
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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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