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Eric Scott Harrison

IEQ Capital, LLC

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About Eric Scott Harrison

Eric Harrison is an investment advisor representative at IEQ Capital, LLC, an SEC-registered investment advisor. Eric has been in the financial services industry since February 2013. Eric holds Series 3, 63, 65 and 22 licenses, as well as the SIE. Prior to joining IEQ Capital, LLC, Eric worked at First Republic Securities Company, LLC and First Republic Investment Management, Inc..

Firm Information

Eric Harrison 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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Eric Harrison’s Registration & Firm History

CA

04/13/2023 - Present

IEQ Capital, LLC (FOSTER CITY CA)

CA

02/05/2013 - 06/04/2019

FIRST REPUBLIC SECURITIES COMPANY, LLC (Palo Alto CA)

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Licenses & Designations

BC

Issued 02/15/2013

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/14/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2013

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 01/14/2013

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Scott Harrison.
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