Daniel Martin Connolly
Investment adviser representative at Ieq Capital, LLC
18 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
18 years in the industry.
- Ieq Capital, LLCFeb 2024 to now
- Lavelle CapitalDec 2021 to Feb 2024
- Bridge HousingDec 2020 to Mar 2021
- PlantswitchMay 2020 to Nov 2020
- Southern Methodist UniversityAug 2016 to May 2020
- John Foley's Irish HouseOct 2008 to Sep 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7568039
- Firm CRD
- 301819