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Lindsay Anne Moy

Iconiq Capital, LLC

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About Lindsay Anne Moy

Lindsay Moy is an Investment Advisor Representative with Iconiq Capital, LLC, a firm headquartered in San Francisco, California. Lindsay has been a registered Investment Advisor Representative since January 31, 2018. Before joining Iconiq Capital, Lindsay was employed by Sanford C. Bernstein & Co., LLC in New York, New York, from January 22, 2009 until August 16, 2017. Lindsay's areas of expertise include portfolio management for individuals, private foundations and pooled investment vehicles. Lindsay is licensed in California and has a combined experience of over 9 years in the industry.

Firm Information

Lindsay Moy 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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Lindsay Moy’s Registration & Firm History

NY

01/31/2018 - Present

Iconiq Capital, LLC (New York NY)

NY

01/22/2009 - 08/16/2017

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/19/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/31/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/16/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/2015

Series 31 - Futures Managed Funds Examination

BC

Issued 01/21/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lindsay Anne Moy.
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