Elizabeth Ann Murrell

Employer firm

Ieq Capital, LLC CRD 301819

$56.8B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Walnut Creek, CA
• 11/2016 → 11/2021
  Wells Fargo Clearing Services, Llc
  Walnut Creek, CA
• 11/2021 → 11/2023
  Sepio Capital, Lp
  Alamo, CA
• 11/2023 → Present
  Ieq Capital, Llc
  Foster City, CA

Previous Registrations

• 2023-01-26 → 2023-11-14
  Sepio Capital, Lp
  Alamo, CA
  Salt Lake City, UT
• 2015-11-13 → 2021-11-12
  Wells Fargo Clearing Services, Llc
  San Leandro, CA
  Walnut Creek, CA
  San Francisco, CA
• 2010-11-05 → 2015-11-05
  Morgan Stanley
  Walnut Creek, CA
  Walnut Creek, CA
• 2002-11-19 → 2010-11-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Walnut Creek, CA
  Walnut Creek, CA

Exams

• S66 Uniform Combined State Law Examination
  2002-11-12

Other Names

• Beth Guczwa
• Elizabeth Ann Guczwa
• Beth Murrell