Joseph P Lalli
Investment adviser representative at Ieq Capital, LLC
20 yearsExperience
1 stateRegistered in
CFADesignation
$56.8BFirm assets
Are you Joseph P Lalli? Claim your profile
Contact this firm
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
20 years in the industry.
- Ieq Capital, LLCMay 2026 to now
- UnemployedOct 2025 to May 2026
- BackroadsMay 2025 to Sep 2025
- Morgan StanleyAug 2021 to May 2025
- The Ups StoreJul 2020 to Jun 2021
- CresaJun 2019 to Aug 2019
- Colliers InternationalJul 2018 to Aug 2018
- California Polytechnic State UniversitySep 2017 to Jun 2021
- Claremont Country ClubSep 2016 to Aug 2017
- The Piedmont Unified School DistrictAug 2006 to Jun 2017
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
- 7415675
- Firm CRD
- 301819