Sanjay Verma Foster
Investment adviser representative at Ieq Capital, LLC
13 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
13 years in the industry.
- Ieq Capital, LLCFeb 2024 to now
- UnemployedJul 2023 to Feb 2024
- Alti Tiedemann GlobalApr 2022 to Jul 2023
- Ieq Capital, LLCJun 2021 to Mar 2022
- Marks Baughan Securities, LLCJun 2020 to Jul 2020
- University of RichmondAug 2017 to May 2021
- Upper Duplin High SchoolSep 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7123232
- Firm CRD
- 301819