Alexandra Victoria Leahy
Investment adviser representative at Ieq Capital, LLC
11 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
11 years in the industry.
- Ieq Capital, LLCMay 2026 to now
- Third BridgeJan 2024 to Apr 2026
- Amazon/shopbopNov 2021 to Oct 2023
- Phd MediaJun 2021 to Nov 2021
- UnemployedFeb 2021 to May 2021
- University of Notre DameJan 2018 to Jan 2021
- UnemployedSep 2017 to Dec 2017
- EstreetJan 2017 to Aug 2017
- SpynergyJan 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8268473
- Firm CRD
- 301819