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Daniel Jin Lee

IEQ Capital, LLC

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About Daniel Jin Lee

Daniel Jin Lee is an investment advisor representative currently registered with IEQ Capital, LLC. Daniel is a registered representative in the state of California. Daniel has experience working with various firms including First Republic Securities Company, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Daniel Lee 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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Daniel Lee’s Registration & Firm History

CA

06/16/2024 - Present

IEQ Capital, LLC (FOSTER CITY CA)

CA

10/04/2013 - 05/18/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (Palo Alto CA)

CA

04/10/2012 - 09/03/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)

CA

08/07/2008 - 02/17/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ENCINO CA)

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Licenses & Designations

BOTH

Issued 05/03/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Jin Lee.
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