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Zhixin Cheng

IEQ Capital, LLC

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About Zhixin Cheng

Zhixin Cheng is an investment advisor representative with IEQ Capital, LLC in Foster City, California. Zhixin has been in the industry for over a decade, working with firms like Morgan Stanley and Citigroup Global Markets Inc. Zhixin is also a registered investment advisor with the state of California. Zhixin specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors.

Firm Information

Zhixin Cheng 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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Zhixin Cheng’s Registration & Firm History

CA

12/06/2023 - Present

IEQ Capital, LLC (FOSTER CITY CA)

CA

06/07/2022 - 12/01/2023

MORGAN STANLEY (San Mateo CA)

CA

11/12/2020 - 05/31/2022

CITIGROUP GLOBAL MARKETS INC. (SAN MATEO CA)

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Licenses & Designations

BC

Issued 11/21/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/09/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/11/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/09/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zhixin Cheng.
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