Brendan Patrick Casey
Investment adviser representative at Ieq Capital, LLC
10 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
10 years in the industry.
- Ieq Capital, LLCApr 2026 to now
- UnemployedJan 2026 to Apr 2026
- TecovasOct 2025 to Jan 2026
- Socorro Asset ManagementJun 2025 to Sep 2025
- Georgetown UniversityAug 2024 to Jun 2025
- NasdaqJul 2023 to Aug 2024
- UnemployedMar 2023 to Jul 2023
- AlphasightsAug 2022 to Mar 2023
- Edge Realty PartnersJun 2021 to Aug 2021
- Cain & Abel's Bar and GrillFeb 2021 to Aug 2022
- UnemployedMay 2017 to Feb 2021
- Soar! UnitedNov 2016 to May 2017
- UnemployedApr 2016 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 8257786
- Firm CRD
- 301819