Adam Breckenridge Beard
Investment adviser representative at Ieq Capital, LLC
16 yearsExperience
3 statesRegistered in
$56.8BFirm assets
7 yearsFirm in business
Are you Adam Breckenridge Beard? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Ieq Capital, LLCMay 2023 to now
- First Republic Investment Management, Inc.May 2018 to May 2023
- First Republic Securities Company, LLCMay 2018 to May 2023
- Jefferies & Company, Inc.Jun 2010 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 3 states (CA, MA, NY).
Ieq Capital, LLC
$56.8BAssets managed
2,309Clients
197Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2642691
- Firm CRD
- 301819