Ashley Nicole Cruz
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 2026 to now
- Morgan StanleyFeb 2022 to Jun 2026
- UBS Financial Services Inc.Jan 2020 to Feb 2022
- Mortgage Mavens Inc.Jun 2019 to Aug 2019
- Gnazzo GroupSep 2018 to Nov 2018
- Nordstroms IncJul 2017 to Aug 2017
- University of MiamiAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7207569
- Firm CRD
- 301819