Samantha Grace Colleran
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, LLCJun 2021 to now
- Whittier TrustJun 2019 to May 2021
- Chapman UniversityAug 2018 to May 2022
- Pain Du MondeMay 2018 to Jul 2018
- Grace Fellowship ChurchMay 2017 to Aug 2017
- Corona Del Mar High SchoolSep 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 7583601
- Firm CRD
- 301819