Benjamin P Steed

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

• 07/2011 → 05/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 05/2015 → 05/2017
  Bank Of America, N.A.
  San Francisco, CA
• 05/2017 → 11/2023
  Sepio Capital, Llc
  San Francisco, CA
• 11/2023 → Present
  Ieq Capital, Llc
  Foster City, CA

Previous Registrations

• 2017-05-16 → 2023-11-14
  Sepio Capital, Lp
  Salt Lake City, UT
  Alamo, CA
• 2012-04-24 → 2017-05-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2012-04-21

Designations

• Chartered Financial Analyst

Other Names

• Benjamin Steed