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Spencer Cannon Williams

Iconiq Capital, LLC

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About Spencer Cannon Williams

Spencer Cannon Williams is an investment advisor representative at Iconiq Capital, LLC. Spencer has been in the financial industry for over 2 years. Spencer holds the Series 63, Series 65, and Series 7TO licenses. Spencer specializes in providing portfolio management for private foundations, pooled investment vehicles, and individuals. Spencer has experience working with both high-net-worth individuals and charitable organizations. Spencer's previous experience includes a role at J.P. Morgan Securities LLC.

Firm Information

Spencer Williams 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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Spencer Williams’s Registration & Firm History

CA

06/16/2022 - Present

Iconiq Capital, LLC (SAN FRANCISCO CA)

UT

09/22/2020 - 02/09/2022

J.P. MORGAN SECURITIES LLC (Salt Lake City UT)

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Licenses & Designations

IA

Issued 06/16/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/16/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/22/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/08/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Spencer Cannon Williams.
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