Grant William Shaw
Investment adviser representative at Ieq Capital, LLC
15 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
15 years in the industry.
- Ieq Capital, LLCFeb 2024 to now
- Goldman SachsJun 2022 to Feb 2024
- DeloitteAug 2021 to May 2022
- BoeingJun 2020 to Sep 2020
- Marqmetrix, Inc.Apr 2019 to Sep 2019
- Hotel IrvineJun 2018 to Aug 2018
- Full-time Education - UndergradSep 2017 to Jun 2021
- Unemployed/full-time EducationSep 2011 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
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
- 7586163
- Firm CRD
- 301819