Reed Patrick Bailey
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 Stanley Smith Barney LLCJun 2020 to Jun 2026
- Morgan Stanley Smith Barney LLCJan 2020 to May 2020
- Wellmark Blue Cross Blue ShieldJun 2019 to Dec 2019
- Hdh Advisors, LLCMay 2018 to May 2019
- Tarbell & Co., PlcNov 2017 to May 2018
- Drake UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7211523
- Firm CRD
- 301819