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William Nicholas Steiner

Iconiq Capital, LLC

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About William Nicholas Steiner

William Nicholas Steiner is an investment advisor representative at Iconiq Capital, LLC in San Francisco, California. William has been in the industry since 2013. William's licenses include Series 63, 65, 24, 99 and 7. William Steiner has previously worked at HEWINS BROKERAGE SERVICES, LLC, HEWINS FINANCIAL ADVISORS, LLC, LENDING CLUB, LC ADVISORS, LLC. William Steiner specializes in portfolio management for individuals, pooled investment vehicles, and private foundations.

Firm Information

William Steiner 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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William Steiner’s Registration & Firm History

CA

01/25/2019 - Present

Iconiq Capital, LLC (SAN FRANCISCO CA)

CA

08/28/2015 - 06/29/2016

HEWINS BROKERAGE SERVICES, LLC (San Francisco CA)

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Licenses & Designations

BC

Issued 11/09/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/02/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/05/2015

Series 24 - General Securities Principal Examination

BC

Issued 06/29/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2015

Series 99 - Operations Professional Examination

BC

Issued 12/22/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Nicholas Steiner.
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