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William Robert Lynch

Ieq Capital, LLC

Los Angeles, CA

CRD 7664022

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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
CA RA APPROVED 2023-06-23
  • CA RA
    APPROVED
    Since 2023-06-23

Branch Locations

11601 Wilshire Blvd Suite 460, Los Angeles, CA 90025 • 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
Carmel Realty Company Carmel CA 05/2020 07/2020
Spectrum Carmel CA 06/2021 09/2021
University Of Texas Austin TX 08/2018 05/2022
Stevenson School Pebble Beach CA 09/2014 06/2018
Unemployed Los Angeles CA 06/2022 09/2022
Ieq Capital, Llc Los Angeles CA 10/2022 Present
  • 05/2020 → 07/2020
    Carmel Realty Company
    Carmel, CA
  • 06/2021 → 09/2021
    Spectrum
    Carmel, CA
  • 08/2018 → 05/2022
    University Of Texas
    Austin, TX
  • 09/2014 → 06/2018
    Stevenson School
    Pebble Beach, CA
  • 06/2022 → 09/2022
    Unemployed
    Los Angeles, CA
  • 10/2022 → Present
    Ieq Capital, Llc
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-23
  • S65 Uniform Investment Adviser Law Examination
    2023-06-23

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

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