Spencer C Haly

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

• 08/2015 → 05/2019
  First Republic Investment Management, Inc.
  Menlo Park, CA
• 06/2019 → Present
  Ieq Capital, Llc
  Foster City, CA

Previous Registrations

• 2016-10-13 → 2019-06-04
  J.P. Morgan Private Wealth Advisors Llc
  Menlo Park, CA
  Palo Alto, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-13

Other Names

• Spencer Cobourn Haly