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Morgan James Friel

Ieq Capital, LLC

Foster City, CA

CRD 5424055

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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:

Current Employers
Ieq Capital, Llc

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-15
  • CA RA
    APPROVED
    Since 2025-09-15

Branch Locations

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ieq Capital, Llc San Francisco CA 08/2025 Present
Autodesk San Francisco CA 12/2017 08/2025
Alienvault (Aquired By At&T) San Mateo CA 12/2014 12/2017
  • 08/2025 → Present
    Ieq Capital, Llc
    San Francisco, CA
  • 12/2017 → 08/2025
    Autodesk
    San Francisco, CA
  • 12/2014 → 12/2017
    Alienvault (Aquired By At&T)
    San Mateo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-13
  • S65 Uniform Investment Adviser Law Examination
    2025-09-13

View on SEC IAPD

Nearby Firms

CITIGROUP GLOBAL MARKETS INC.
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

TONY HUNG NGUY
DYLAN BOWSKY
Ronald Timothy Clement

Nearby Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA

More in Foster City, CA

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