Natalia Whitaker
Investment adviser representative at Ieq Capital, LLC
10 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
10 years in the industry.
- Ieq Capital, LLCMay 2025 to now
- Third Bridge Group LimitedSep 2024 to Apr 2025
- UnemployedSep 2023 to Sep 2024
- Astor Financial GroupJun 2023 to Sep 2023
- UnemployedAug 2022 to Jun 2023
- Corner Table RestaurantsJun 2022 to Aug 2022
- UnemployedJan 2015 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7790720
- Firm CRD
- 301819