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Eric Scott Harrison

Investment adviser representative at Ieq Capital, LLC
13 yearsExperience
19 statesRegistered in
$56.8BFirm assets
7 yearsFirm in business

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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

13 years in the industry.

  1. Ieq Capital, LLCJun 2019 to now
  2. First Republic Investment Management, Inc.Apr 2017 to May 2019
  3. First Republic Securities Company, LLCJan 2013 to May 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2011
  • Series 63 · Uniform Securities Agent State Law2013

State registrations

Registered as an investment adviser representative in 19 states (CA, CO, CT, FL, GA, ID, IL, LA, MA, MD, MI, NJ, NV, NY, PA, TX, UT, WA, WY).

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
5642015
Firm CRD
301819
Advisor's SEC record (opens in a new tab)
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