Kevin C Calenzani

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

• 09/2017 → 12/2017
  Interviewing
  Los Angeles, CA
• 12/2017 → 04/2018
  Axa-Advisors, Llc
  New York, NY
• 06/2018 → 03/2019
  Morgan Stanley Private Bank, N.A.
  Los Angeles, CA
• 04/2019 → 06/2021
  Raymond James &Amp; Associates, Inc.
  Los Angeles, CA
• 07/2021 → 05/2023
  Duke Fuqua School Of Business
  Durham, NC
• 06/2023 → 11/2024
  Wells Fargo Securities, Llc
  San Francisco, CA
• 06/2022 → 08/2022
  Credit Suisse Securities
  New York, NY
• 12/2024 → 07/2025
  Unemployed
  Charlotte, NC
• 07/2025 → Present
  Ieq Capital, Llc
  Foster City, CA
• 06/2016 → 12/2016
  Unemployed
  Los Angeles, CA
• 01/2017 → 08/2017
  Morgan Stanley
  Los Angeles, CA

Previous Registrations

• 2019-04-11 → 2021-06-10
  Raymond James & Associates, Inc.
  Pasadena, CA
• 2018-06-21 → 2019-02-22
  Morgan Stanley
  Los Angeles, CA
• 2018-03-29 → 2018-04-05
  Equitable Advisors, Llc
  Los Angeles, CA
  Los Angeles, CA
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-27
• S63 Uniform Securities Agent State Law Examination
  2023-07-14
• S66 Uniform Combined State Law Examination
  2018-03-25

Other Names

• Kevin Clark Calenzani