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Andrew V Dalessio

Investment Adviser Representative at Iconiq Capital, LLC

New York, NYCRD #7892649Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Andrew V DAlessio is an investment adviser representative with Iconiq Capital, LLC in New York, NY, where they have been registered since 2025, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in California.

Office

360 Park Avenue S, 20th Floor
New York, NY 10010

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/15/2025
SIE
Securities Industry Essentials Examination
Passed 6/30/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Iconiq Capital, LLCCurrent
12/15/2025 – New York, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. ICONIQ Capital
    Oct 2025 – no end date reportedNew York, NY
  2. Major League Baseball Draft League
    Jul 2025 – Sep 2025State College, PA
  3. Unemployed
    Sep 2025 – Oct 2025Staten Island, NY
  4. Unemployed
    May 2025 – Jul 2025Staten Island, NY
  5. Princeton University (Student)
    Aug 2024 – May 2025Princeton, NJ
  6. Morgan Stanley
    Jun 2024 – Aug 2024New York, NY
  7. Unemployed
    May 2024 – Jun 2024Staten Island, NY
  8. Princeton University (Student)
    Aug 2023 – May 2024Princeton, NJ
  9. Unemployed
    May 2023 – Aug 2023Staten Island, NY
  10. Princeton University (Student)
    Aug 2022 – May 2023Princeton, NJ
  11. Unemployed
    May 2022 – Aug 2022Staten Island, NY
  12. Princeton University (Student)
    Aug 2021 – May 2022Princeton, NJ
  13. Unemployed
    May 2021 – Aug 2021Staten Island, NY
  14. Xavier High School (Student)
    Sep 2020 – May 2021New York, NY
  15. Unemployed
    Jun 2020 – Sep 2020Staten Island, NY
  16. Xavier High School (Student)
    Sep 2019 – Jun 2020New York, NY
  17. Unemployed
    Jun 2019 – Sep 2019Staten Island, NY
  18. Xavier High School (Student)
    Sep 2018 – Jun 2019New York, NY
  19. Unemployed
    Jun 2018 – Sep 2018Staten Island, NY
  20. Xavier High School (Student)
    Sep 2017 – Jun 2018New York, NY
  21. Unemployed
    Jun 2017 – Sep 2017Staten Island, NY
  22. Xaverian High School's Genesis Program (Student)
    Sep 2016 – Jun 2017Brooklyn, NY

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Iconiq Capital, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Performance-based fees
Estimated blended rate
0.015

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
84
Offices listed on AdvisorFinder:
3
Main office:
San Francisco, CA
SEC file number:
801-72878

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 12, 2026

View full firm profile

Other advisors at Iconiq Capital, LLC

Showing 12 of 84 in the directory

View Iconiq Capital, LLC firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew V Dalessio has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Andrew V Dalessio (Iconiq Capital) - Fees & Credentials