Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Breckenridge Beard is a registered investment advisor representative with IEQ Capital, LLC and has been in the industry since 1996. Adam has experience at various firms, including First Republic Securities Company, LLC, Jefferies LLC, and GCA Savvian Advisors, LLC. Adam is registered in California and Massachusetts and holds licenses including Series 7, Series 63 and Series 66. Adam is also a board member of the Boston Youth Symphony Orchestra. Adam specializes in providing financial planning, portfolio management for businesses and individuals, and selecting other advisors. Adam and IEQ Capital, LLC focus on serving high-net-worth individuals and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
02/06/2025 - Present
IEQ Capital, LLC (Boston MA)
MA
05/11/2018 - 05/26/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)
MA
06/23/2010 - 05/18/2018
JEFFERIES LLC (BOSTON MA)
CA
09/15/2006 - 06/03/2010
GCA SAVVIAN ADVISORS, LLC (SAN FRANCISCO CA)
NY
10/06/1998 - 12/31/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NY
12/22/1997 - 08/19/1998
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
01/24/1996 - 10/30/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 09/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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