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Samuel Patrick Shephard

IEQ Capital, LLC

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About Samuel Patrick Shephard

Samuel Patrick Shephard is an investment advisor representative associated with IEQ Capital, LLC. He has been in the financial industry since January 2013. Samuel has passed the Series 63, Series 65, Series 22 and the Securities Industry Essentials Examination. Currently, he is registered with the states of California, New York and Texas. Samuel has experience with individuals, high net worth individuals and charitable organizations. Samuel's previous employment was at First Republic Securities Company, LLC in Los Angeles, California.

Firm Information

Samuel Shephard is currently registered with IEQ Capital, LLC. IEQ Capital, LLC is a registered investment adviser headquartered in Foster City, CA. The firm specializes in providing financial planning, pension consulting, selection of other advisers, and portfolio management services to high-net-worth individuals and charitable organizations. As of its latest report, IEQ Capital manages approximately $23.6 billion in assets for 1434 clients.
IEQ Capital, LLC

950 TOWER LANE

FOSTER CITY, CA 94404

$23.58B

Assets Under Management

Not reported

Total Clients

98

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Samuel Shephard’s Registration & Firm History

CA

04/14/2023 - Present

IEQ Capital, LLC (FOSTER CITY CA)

CA

02/08/2013 - 06/04/2019

FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 01/24/2013

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/12/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2013

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Patrick Shephard.
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