Erin Elizabeth Lively
Investment adviser representative at Ieq Capital, LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Ieq Capital, LLCFeb 2025 to now
- FintrxAug 2023 to Dec 2024
- UnemployedAug 2022 to Aug 2023
- Penfed Credit UnionMay 2022 to Aug 2022
- UnemployedAug 2021 to May 2022
- Bis Fish Restaurant GroupMay 2021 to Aug 2021
- UnemployedAug 2020 to May 2021
- Big Fish Restaurant GroupMay 2020 to Aug 2020
- UnemployedJan 2015 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, MA).
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
- 8179047
- Firm CRD
- 301819