Kylee BadgerCRD Number: 6513038
Current Firm: Iconiq Capital, LLC
Kylee Badger (CRD# 6513038) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Iconiq Capital||San Francisco, CA||Mar 2018 - Current||3|
|Goldman Sachs & Company||San Francisco, CA||Jul 2016 - Feb 2018||1|
|Stanford University||Stanford, CA||Sep 2012 - Jun 2016||3|
|Sony Music Entertainment||Tokyo,||Sep 2007 - Sep 2014||7|
|Wikihow||Palo Alto, CA||Jul 2014 - Aug 2014||< 1|
|Hamilton High School||Chandler, AZ||Jul 2008 - May 2012||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2018|
|S63||Uniform Securities State Law Examination||Sep 2016|
Total Assets Under Management60,542MILLIONS
Total Number of Accounts1,188ACCOUNTS
Average Account Value$50,961,633
- 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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