Ryan Christopher Ortiz
Investment adviser representative at Ieq Capital, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$56.8BFirm assets
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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
12 years in the industry.
- Ieq Capital, LLCOct 2025 to now
- UnemployedAug 2025 to Oct 2025
- Cresset Asset Management, LLCApr 2024 to Aug 2025
- J.P. Morgan Securities LLCJul 2023 to Apr 2024
- First Republic Investment Management, Inc.Feb 2022 to Jul 2023
- First Republic Securities Company, LLCJun 2018 to Feb 2022
- State StreetMay 2017 to Aug 2017
- California State University, ChicoAug 2014 to Jun 2018
Designations
- CFA
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
- 7359489
- Firm CRD
- 301819