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Courtney Mcgregor

Iconiq Capital, LLC

San Francisco, CA

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Current Employers
Iconiq Capital, Llc

50 Beale St. Ste 2300, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

50 Beale St. Ste 2300, San Francisco, CA 94105 • 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
Goldman Sachs Boston MA 07/2021 12/2021
Scotiabank New York NY 06/2020 12/2020
Northland Investment Corporation Newton MA 06/2019 04/2020
Full Time Student Boston MA 01/2011 06/2022
Iconiq Capital San Francisco CA 07/2022 Present
  • 07/2021 → 12/2021
    Goldman Sachs
    Boston, MA
  • 06/2020 → 12/2020
    Scotiabank
    New York, NY
  • 06/2019 → 04/2020
    Northland Investment Corporation
    Newton, MA
  • 01/2011 → 06/2022
    Full Time Student
    Boston, MA
  • 07/2022 → Present
    Iconiq Capital
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-04
  • S65 Uniform Investment Adviser Law Examination
    2023-02-04

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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