Isabella Adele Torre
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, LLCJul 2026 to now
- RBC Capital Markets, LLCAug 2025 to Jun 2026
- UnemployedJun 2025 to Aug 2025
- Atlantic CouncilJan 2025 to May 2025
- A Matter of HealthJun 2024 to Jul 2024
- UnemployedNov 2023 to Jun 2024
- Council On Foreign RelationsJun 2023 to Aug 2023
- Clyde's of GeorgetownJun 2022 to Nov 2023
- Georgetown University's Mcdonough School of BusinessJun 2022 to Jul 2022
- Georgetown UniversityAug 2021 to May 2025
- UnemployedJun 2016 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State 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
- 8144480
- Firm CRD
- 301819