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Christie Olsson Brush

IEQ Capital, LLC

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About Christie Olsson Brush

Christie Olsson Brush is a financial advisor at IEQ Capital, LLC. She is a registered investment advisor (IA) in California, and is active in the industry. Christie has a Series 66 license and has previously worked at UBS Financial Services Inc. and Wells Fargo Private Bank. Christie has experience providing financial planning and portfolio management services for individuals and businesses. Christie is also a trustee for the Nancy Olsson Schuster Living Trust and is a former co-founder of the Woodside AED Foundation.

Firm Information

Christie Brush is currently registered with IEQ Capital, LLC. IEQ Capital, LLC is a registered investment adviser headquartered in Foster City, CA. The firm specializes in providing financial planning, pension consulting, selection of other advisers, and portfolio management services to high-net-worth individuals and charitable organizations. As of its latest report, IEQ Capital manages approximately $23.6 billion in assets for 1434 clients.
IEQ Capital, LLC

950 TOWER LANE

FOSTER CITY, CA 94404

$23.58B

Assets Under Management

Not reported

Total Clients

98

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christie Brush’s Registration & Firm History

CA

01/01/2025 - Present

IEQ Capital, LLC (FOSTER CITY CA)

CA

11/21/2019 - 12/16/2021

UBS FINANCIAL SERVICES INC. (PALO ALTO CA)

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Licenses & Designations

BOTH

Issued 12/27/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/21/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christie Olsson Brush.
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