Simon W Zhang
Investment adviser representative at Ieq Capital, LLC
12 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
12 years in the industry.
- Ieq Capital, LLCNov 2025 to now
- Morgan Stanley Smith Barney LLCJun 2022 to Nov 2025
- Duke UniversityJul 2021 to May 2022
- Babson CollegeAug 2017 to May 2021
- The Webb SchoolsAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7514464
- Firm CRD
- 301819