Samantha Emiko Lee
Investment adviser representative at Ieq Capital, LLC
4 yearsExperience
1 stateRegistered in
CFADesignation
$56.8BFirm assets
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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
4 years in the industry.
- Ieq Capital, LLCAug 2018 to now
- First Republic BankJan 2018 to Aug 2018
- University of California, BerkeleyAug 2014 to Dec 2017
Designations
- CFA
Exams passed
No exams in this record.
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
- 7609650
- Firm CRD
- 301819