Derek Lee Ackerman
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, LLCJun 2026 to now
- Focus Partners Wealth, LLCJul 2025 to Jun 2026
- Bordeaux Wealth AdvisorsJun 2024 to Jul 2025
- Dackerman Sports LLCJun 2019 to Jun 2024
- Santa Clara UniversitySep 2018 to Jun 2019
- PaypalJun 2018 to Sep 2018
- Santa Clara UniversitySep 2017 to Jun 2018
- Nginx, IncJun 2017 to Sep 2017
- Santa Clara UniversitySep 2016 to Jun 2017
Exams passed
- 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
- 7948616
- Firm CRD
- 301819