linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin Noel Foster

Iconiq Capital, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin Noel Foster

Kevin Noel Foster is a registered Investment Advisor Representative in the state of California and has been in the industry since 2005. Kevin Foster is currently employed by Iconiq Capital, LLC. Prior to joining Iconiq Capital, LLC, Kevin Foster was employed by MORGAN STANLEY SMITH BARNEY and MORGAN STANLEY & CO. INCORPORATED. Kevin Foster holds the Series 63, Series 65 and Series 7 licenses.

Firm Information

Kevin Foster 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin Foster’s Registration & Firm History

CA

02/14/2012 - Present

Iconiq Capital, LLC (SAN FRANCISCO CA)

NY

06/01/2009 - 01/23/2012

MORGAN STANLEY SMITH BARNEY (NEW YORK NY)

NY

08/09/2005 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)

Not sure if Kevin Noel Foster is right for you?

Licenses & Designations

IA

Issued 02/13/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/15/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Noel Foster.
Not sure if Kevin Noel Foster is right for you?