Andrea Isabel Romero
Investment adviser representative at Iconiq Capital, LLC
10 yearsExperience
1 stateRegistered in
$117.5BFirm assets
14 yearsFirm in business
Are you Andrea Isabel Romero? 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Iconiq Capital, LLCNov 2024 to now
- Morgan StanleyJun 2020 to now
- Fremont BankJun 2018 to now
- LPL Financial, LLCJun 2018 to May 2020
- Uc DavisSep 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Iconiq Capital, LLC
$117.5BAssets managed
846Clients
87Advisers
14 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
- 6821644
- Firm CRD
- 159198