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Dylan Eric Kremer

IEQ Capital, LLC

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About Dylan Eric Kremer

Dylan Kremer is an Investment Advisor Representative with IEQ Capital, LLC in Foster City, California. Dylan has been in the financial industry since August 2012. Dylan is registered with the state of California, Florida, and Illinois. Dylan has a Series 63 and Series 65 license and has also passed the Series 7, Series 52, and Series 79 exams. Dylan specializes in financial planning, pension consulting, and selection of other advisors.

Firm Information

Dylan Kremer 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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Dylan Kremer’s Registration & Firm History

CA

06/21/2024 - Present

IEQ Capital, LLC (FOSTER CITY CA)

IL

08/10/2015 - 06/22/2017

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

IL

08/28/2012 - 08/04/2015

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 12/15/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/22/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/22/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2015

Series 52 - Municipal Securities Representative Examination

BC

Issued 08/17/2015

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 08/27/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dylan Eric Kremer.
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