Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Myrseth is a financial advisor with Iconiq Capital, LLC. Kelly is registered with the state of California as an Investment Advisor Representative. Kelly has been working in the financial industry since June 2012, with previous positions at Bank of New York Mellon, Bessemer Trust, and Iconiq Capital. Kelly specializes in providing portfolio management services to high-net-worth individuals, private foundations, and pooled investment vehicles. Kelly has a Series 65 license, which is the Uniform Investment Adviser Law Examination.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio managment for private foundations
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
04/15/2022 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
IA
Issued 04/15/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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