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Garret Scott Giglia

Investment adviser representative at Ieq Capital, LLC
10 yearsExperience
3 statesRegistered in
CFADesignation
$56.8BFirm assets

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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

10 years in the industry.

  1. Ieq Capital, LLCJun 2019 to now
  2. First Republic Investment Management, Inc.Aug 2016 to May 2019
  3. First Republic Securities Company, LLCAug 2016 to May 2019

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 3 states (CA, NY, TX).

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
6055782
Firm CRD
301819
Advisor's SEC record (opens in a new tab)
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