Spencer Williams (CRD# 7270804) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 3 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Iconiq Capital, LLC | New York, NY | Feb 2022 - Current | 2 |
Jpmorgan Securities LLC | Salt Lake City, UT | Jul 2020 - Feb 2022 | 1 |
Unemployed | Provo, UT | Jun 2020 - Jun 2020 | < 1 |
Callforce LLC | Provo, UT | Aug 2019 - May 2020 | < 1 |
Brigham Young University | Provo, UT | Aug 2016 - Apr 2020 | 3 |
Jpmorgan Chase Bank Na | Salt Lake City, UT | May 2019 - Aug 2019 | < 1 |
Callforce LLC | Provo, UT | Oct 2018 - May 2019 | < 1 |
Business Career Center | Provo, UT | Dec 2017 - Aug 2018 | < 1 |
Xcite Satellite LLC | Orem, UT | Apr 2017 - Aug 2017 | < 1 |
The Church Of Jesus Christ Of Latter Day Saints | Salt Lake City, UT | Aug 2014 - Jul 2016 | 1 |
Olympus High School | Salt Lake City, UT | Jun 2010 - Aug 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2020 |
S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- CA
-
Total Assets Under Management84,187MILLIONS
-
Total Number of Accounts1,477ACCOUNTS
-
Average Account Value$56,998,898
- 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)
- Other
CA, FL, NY, TX
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