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Kazan Nathan Braeckman

Iconiq Capital, LLC

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About Kazan Nathan Braeckman

Kazan Braeckman is a registered Investment Advisor Representative with Iconiq Capital, LLC located in San Francisco, California. Kazan began working with Iconiq Capital in February 2016. Previously, Kazan was employed by J.P. Morgan Securities LLC in San Francisco. Kazan has been registered with FINRA since August 2011. Kazan's specialties include Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, and Selection of Other Advisors. Kazan is a Series 63 and Series 66 registered investment advisor.

Firm Information

Kazan Braeckman is currently registered with Iconiq Capital, LLC. Iconiq Capital, LLC is a San Francisco-based investment advisory firm managing approximately $84.2 billion in assets for a variety of clients, including high-net-worth individuals, pooled investment vehicles, and charitable organizations. Their services include portfolio management, selection of other advisors, and other advisory services. They do not offer financial planning or pension consulting.
Iconiq Capital, LLC

50 BEALE ST.

SAN FRANCISCO, CA 94105

$84.19B

Assets Under Management

Not reported

Total Clients

66

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio managment for private foundations

Portfolio managment for private foundations

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kazan Braeckman’s Registration & Firm History

CA

07/11/2016 - Present

Iconiq Capital, LLC (SAN FRANCISCO CA)

CA

08/30/2011 - 02/16/2016

J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 07/11/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/13/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kazan Nathan Braeckman.
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