Capital Markets Iq, LLC

Capital Markets Iq, LLC (CRD# 134921) is a financial advisory firm headquartered in Wilmington, DE. They manage $322,400,000 in 689 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    322
    MILLION
  • Total Number of Accounts
    689
    ACCOUNTS
  • Average Account Value
    $467,925
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, LA, MA, MI, MN, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA

Financial Advisors at Capital Markets Iq, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Grace S. Brettkelly
CRD#: 2958813
San Francisco, CA

Grace Brettkelly (CRD# 2958813) is an Investment Advisor Representative working at Capital Markets Iq, LLC in San Francisco, CA and has over 21 years of experience in the finance industry.

2
Michael G. Dickerson
CRD#: 67338
Arlington, TX

Michael Dickerson (CRD# 67338) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Arlington, TX and has over 38 years of experience in the finance industry.

3
Adam S. Jorgensen
CRD#: 5606630
4440 Pga Blvd., Suite 600, Palm Beach Gardens, FL 33410

Adam Jorgensen (CRD# 5606630) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Palm Beach Gardens, FL and has over 14 years of experience in the finance industry.

4
William J. Lawton
CRD#: 865963
Arlington, TX

William Lawton (CRD# 865963) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Arlington, TX and has over 27 years of experience in the finance industry.

5
Thomas M. Marshburn
CRD#: 2239917
Arlington, TX

Thomas Marshburn (CRD# 2239917) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Arlington, TX and has over 31 years of experience in the finance industry.

6
Donald D. Massey
CRD#: 1012435
Arlington, TX

Donald Massey (CRD# 1012435) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Arlington, TX and has over 41 years of experience in the finance industry.

7
Daniel E. Millman
CRD#: 6355655
200 Broadhollow Road, Suite 207, Mellville, NY 11747

Daniel Millman (CRD# 6355655) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Mellville, NY and has over 9 years of experience in the finance industry.

8
William W. Peng
CRD#: 5790866
Arlington, TX

William Peng (CRD# 5790866) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Arlington, TX and has over 13 years of experience in the finance industry.

9
Lawrence F. Pereira
CRD#: 4408339
Arlington, TX

Lawrence Pereira (CRD# 4408339) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Arlington, TX and has over 22 years of experience in the finance industry.

10
Robert A. Schreiber
CRD#: 1467891
Memphis, TN

Robert Schreiber (CRD# 1467891) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Memphis, TN and has over 37 years of experience in the finance industry.

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