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Current Employers
Ieq Capital, Llc

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-02-27
NY RA APPROVED 2026-02-26
  • CA RA
    APP_PEND_IARCE
    Since 2026-02-27
  • NY RA
    APPROVED
    Since 2026-02-26

Branch Locations

641 Lexington Ave. 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
Stifel, Nicolaus & Company, Incorporated St. Louis MO 12/2015 06/2018
Cresset Asset Management, Llc Denver CO 06/2018 11/2025
Ieq Capital, Llc Foster City CA 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-24
  • S66 Uniform Combined State Law Examination
    2011-10-24
Other Names
  • Adam Strauss

View on SEC IAPD

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