Best Investors Account Sign in
Inactive

Frank J Hurley

Ieq Capital, LLC

New York, NY

Foster City, CA

CRD 5490732

Claim This Profile
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 2026-05-18
CT RA APPROVED 2026-05-18
NY RA APPROVED 2026-05-18
  • CA RA
    APPROVED
    Since 2026-05-18
  • CT RA
    APPROVED
    Since 2026-05-18
  • NY RA
    APPROVED
    Since 2026-05-18

Branch Locations

641 Lexington Avenue Suite 27, New York, NY 10022 • United States

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 New York NY 05/2026 Present
Morgan Stanley & Co. Llc New York NY 07/2014 08/2017
Morgan Stanley Smith Barney Llc New York NY 11/2017 09/2022
Ubs Financial Services Boca Raton FL 09/2002 05/2026
  • 05/2026 → Present
    Ieq Capital, Llc
    New York, NY
  • 07/2014 → 08/2017
    Morgan Stanley & Co. Llc
    New York, NY
  • 11/2017 → 09/2022
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 09/2002 → 05/2026
    Ubs Financial Services
    Boca Raton, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-03
  • S66 Uniform Combined State Law Examination
    2025-07-03
Other Names
  • Frank Joseph Hurley
  • Francis Hurley
  • Frank J Hurley
  • Frank Hurley

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor