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Sanhita Bhattacharya

IEQ Capital, LLC

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About Sanhita Bhattacharya

Sanhita Bhattacharya is an Investment Advisor Representative associated with IEQ Capital, LLC. Sanhita has a strong background in financial services, with previous experience at Morgan Stanley, Santander Securities LLC, and First Republic Securities Company, LLC. Sanhita holds Series 6, 7TO, 63, and 65 licenses. Sanhita specializes in working with high-net-worth individuals and charitable organizations. Sanhita offers financial planning services, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Sanhita Bhattacharya 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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Sanhita Bhattacharya’s Registration & Firm History

MA

07/18/2023 - Present

IEQ Capital, LLC (Boston MA)

MA

07/26/2022 - 05/26/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)

MA

04/16/2019 - 08/12/2022

MORGAN STANLEY (Wellesley MA)

MA

09/14/2015 - 04/18/2019

SANTANDER SECURITIES LLC (HOLDEN MA)

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Licenses & Designations

IA

Issued 10/15/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/19/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/14/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sanhita Bhattacharya.
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