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Erin Elizabeth Lively

Ieq Capital, LLC

Boston, MA

Foster City, CA

CRD 8179047

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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
MA RA APPROVED 2026-04-16
CA RA APPROVED 2026-02-18
  • MA RA
    APPROVED
    Since 2026-04-16
  • CA RA
    APPROVED
    Since 2026-02-18

Branch Locations

One Federal Street Suite 2640, Boston, MA 02110 • 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 Boston MA 02/2025 Present
Fintrx Rockland MA 08/2023 12/2024
Unemployed Richmond VA 08/2022 08/2023
Penfed Credit Union Tysons VA 05/2022 08/2022
Unemployed Richmond VA 08/2021 05/2022
Bis Fish Restaurant Group Bethany Beach DE 05/2021 08/2021
Unemployed Richmond VA 08/2020 05/2021
Big Fish Restaurant Group Bethany Beach DE 05/2020 08/2020
Unemployed Kensington MD 01/2015 05/2020
  • 02/2025 → Present
    Ieq Capital
    Boston, MA
  • 08/2023 → 12/2024
    Fintrx
    Rockland, MA
  • 08/2022 → 08/2023
    Unemployed
    Richmond, VA
  • 05/2022 → 08/2022
    Penfed Credit Union
    Tysons, VA
  • 08/2021 → 05/2022
    Unemployed
    Richmond, VA
  • 05/2021 → 08/2021
    Bis Fish Restaurant Group
    Bethany Beach, DE
  • 08/2020 → 05/2021
    Unemployed
    Richmond, VA
  • 05/2020 → 08/2020
    Big Fish Restaurant Group
    Bethany Beach, DE
  • 01/2015 → 05/2020
    Unemployed
    Kensington, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-18
  • S65 Uniform Investment Adviser Law Examination
    2026-02-18

View on SEC IAPD

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