Kevin C Calenzani
Investment adviser representative at Ieq Capital, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Ieq Capital, LLCJul 2025 to now
- UnemployedDec 2024 to Jul 2025
- Wells Fargo Securities, LLCJun 2023 to Nov 2024
- Credit Suisse SecuritiesJun 2022 to Aug 2022
- Duke Fuqua School of BusinessJul 2021 to May 2023
- Raymond James & Associates, Inc.Apr 2019 to Jun 2021
- Morgan Stanley Private Bank, N.A.Jun 2018 to Mar 2019
- AXA-advisors, LLCDec 2017 to Apr 2018
- InterviewingSep 2017 to Dec 2017
- Morgan StanleyJan 2017 to Aug 2017
- UnemployedJun 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6738728
- Firm CRD
- 301819