Sophie Langlois
Investment adviser representative at Ieq Capital, LLC
16 yearsExperience
2 statesRegistered 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
16 years in the industry.
- Ieq Capital, LLCNov 2024 to now
- Goldman SachsJul 2022 to Sep 2024
- Goldman SachsSep 2021 to Dec 2021
- Goldman SachsJan 2021 to Jun 2021
- Fidelity InvestmentsSep 2020 to Dec 2020
- Fidelity InvestmentsMay 2020 to Jul 2020
- Intercontinental Real Estate Investment CorporationJan 2020 to May 2020
- Congressman Joe Kennedy's OfficeJan 2019 to Jan 2020
- Northeastern UniversitySep 2018 to May 2022
- Jules Place Art GalleryJun 2018 to Jan 2020
- Colby CollegeSep 2017 to Jun 2018
- Dana Hall SchoolSep 2010 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, MA).
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
- 7405219
- Firm CRD
- 301819