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Inactive

Daniel Kalman Netzer

Iconiq Capital, LLC

San Francisco, CA

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Current Employers
Iconiq Capital, Llc

50 Beale St. Ste 2300, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-20
  • CA RA
    APPROVED
    Since 2025-03-20

Branch Locations

50 Beale St. Ste 2300, San Francisco, CA 94105 • 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
Morgan Stanley Long Beach CA 10/2017 07/2021
Fasbender And Associates Santa Monica CA 01/2018 05/2018
University Of California, Los Angeles Los Angeles CA 03/2017 06/2017
Ucla Los Angeles CA 08/2015 08/2017
Morgan Stanley Private Bank, N.A. New York NY 01/2019 07/2021
Mid Atlantic Capital Corporation Los Angeles CA 07/2021 06/2023
Jsf Financial Llc Los Angeles CA 07/2021 06/2023
Unemployed Pacifica CA 08/2017 10/2017
Unemployed Pacifica CA 06/2023 11/2023
Iconiq Capital San Francisco CA 11/2023 Present
  • 10/2017 → 07/2021
    Morgan Stanley
    Long Beach, CA
  • 01/2018 → 05/2018
    Fasbender And Associates
    Santa Monica, CA
  • 03/2017 → 06/2017
    University Of California, Los Angeles
    Los Angeles, CA
  • 08/2015 → 08/2017
    Ucla
    Los Angeles, CA
  • 01/2019 → 07/2021
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 07/2021 → 06/2023
    Mid Atlantic Capital Corporation
    Los Angeles, CA
  • 07/2021 → 06/2023
    Jsf Financial Llc
    Los Angeles, CA
  • 08/2017 → 10/2017
    Unemployed
    Pacifica, CA
  • 06/2023 → 11/2023
    Unemployed
    Pacifica, CA
  • 11/2023 → Present
    Iconiq Capital
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-23
  • S66 Uniform Combined State Law Examination
    2018-08-23

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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