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Monica Diane Hernandez

Iconiq Capital, LLC

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About Monica Diane Hernandez

Monica Hernandez is a registered investment advisor representative at Iconiq Capital, LLC. Monica has over 10 years of experience in the financial industry and has previously worked at Mercer Allied Company, L.P. and Morgan Stanley. She holds the Series 7, Series 66, and SIE licenses and is registered to provide investment advisory services in California. Monica specializes in providing portfolio management services for private foundations, high net worth individuals, and pooled investment vehicles.

Firm Information

Monica Hernandez 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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Monica Hernandez’s Registration & Firm History

CA

08/17/2017 - Present

Iconiq Capital, LLC (SAN FRANCISCO CA)

CA

04/15/2015 - 05/23/2017

MERCER ALLIED COMPANY, L.P. (SAN FRANCISCO CA)

CA

01/01/2013 - 03/23/2015

MORGAN STANLEY (SANTA ROSA CA)

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Licenses & Designations

BOTH

Issued 02/20/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/23/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Monica Diane Hernandez.
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