Elaine MaCRD Number: 6969820
Current Firm: Iconiq Capital, LLC
Elaine Ma (CRD# 6969820) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Iconiq Capital||San Francisco, CA||Jul 2019 - Current||3|
|Unemployed||New York, NY||Jun 2019 - Jun 2019||< 1|
|Nyu Law School||New York, NY||Jan 2019 - May 2019||< 1|
|Unemployed||Cumming, GA||Sep 2018 - Dec 2018||< 1|
|Goldman Sachs||Chicago, IL||Jun 2018 - Aug 2018||< 1|
|Nyu Law School||New York, NY||Jan 2018 - May 2018||< 1|
|Unemployed||New York, NY||Sep 2017 - Dec 2017||< 1|
|Abel Noser||New York, NY||Mar 2017 - Aug 2017||< 1|
|Unemployed||Cumming, GA||Aug 2016 - Feb 2017||< 1|
|A 1 Driving School||Johns Creek, GA||Jun 2016 - Aug 2016||< 1|
|Unemployed||Cumming, GA||Oct 2009 - Jun 2016||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2020|
Total Assets Under Management89,113MILLIONS
Total Number of Accounts1,276ACCOUNTS
Average Account Value$69,837,471
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, FL, NY, TX
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