Monique Nicole Ray

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

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.

1. Ieq Capital, LLCApr 2024 to now
2. Department of StateJan 2024 to Mar 2024
3. N/aAug 2023 to Jan 2024
4. Alliance BernsteinJan 2022 to Aug 2023
5. South San Francisco Youth Commission City Manager's OfficeJan 2022 to Oct 2022
6. N/aAug 2021 to Jan 2022
7. Goldman SachsJun 2021 to Aug 2021
8. N/aJul 2020 to Jun 2021
9. DiversevcMay 2020 to Jul 2020
10. Storefront Political MediaJan 2020 to Jun 2020
11. N/aJun 2019 to Jan 2020
12. Bank of AmericaFeb 2019 to May 2019
13. N/aAug 2018 to Feb 2019
14. South San Francisco City Manager's City Manager's OfficeJun 2018 to Aug 2018
15. County of San Mateo | Youth CommissionAug 2017 to Jun 2019
16. KumonAug 2017 to Nov 2017
17. U.S. House of Representatives | District 14 CaliforniaMay 2017 to Aug 2017
18. ExploratoriumJan 2017 to Jun 2017
19. California Secretary of StateNov 2016 to Nov 2016
20. N/aJun 2014 to Nov 2016

Exams passed

• Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (CA).

Ieq Capital, LLC

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

7236724

Firm CRD

301819