Zhixin Cheng

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

• 09/2020 → 05/2021
  Citigroup
  San Francisco, CA
• 08/2019 → 08/2020
  Columbia University In The City Of New York
  New York, NY
• 06/2018 → 06/2019
  Abm Industries
  San Francsico, CA
• 08/2015 → 05/2018
  University Of The Pacific
  Stockton, CA
• 05/2022 → 10/2022
  Morgan Stanley Smith Barney Llc
  San Mateo, CA
• 11/2022 → 11/2023
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 11/2023 → Present
  Ieq Capital, Llc
  Foster City, CA
• 06/2021 → 05/2022
  Citigroup
  San Francisco, CA

Previous Registrations

• 2022-06-07 → 2023-12-01
  Morgan Stanley
  San Mateo, CA
• 2020-10-29 → 2022-05-31
  Citigroup Global Markets Inc.
  San Francisco, CA
  San Francisco, CA
  Fresno, CA
  San Mateo, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-11-21
• S65 Uniform Investment Adviser Law Examination
  2020-06-09

Other Names

• Joyce Cheng