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CE

Christian Edward Nelson

Investment Adviser Representative at IEQ Capital, LLC

Foster City, CACRD #3207714Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
Exams Passed
7

Professional summary

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

Christian Edward Nelson is an investment adviser representative with IEQ Capital, LLC in Foster City, CA, where they have been registered since 2019. They have worked in the securities industry since 2005 and have been registered with 4 firms, including First Republic Investment Management, Inc. and Zacks Investment Management, Inc. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Arizona, California, Delaware, Nevada, New York, and Washington.

Office

950 Tower Lane, Suite 1800
Foster City, CA 94404

Advisors at this office: 90

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:
Arizona, California, Delaware, Nevada, New York, Washington

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 10/26/2016
Series 63
Uniform Securities Agent State Law Examination
Passed 11/25/2009
Series 66
Uniform Combined State Law Examination
Passed 4/27/1999
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/14/2011
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/4/2009
Series 31
Futures Managed Funds Examination
Passed 2/23/2001

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

IEQ Capital, LLCCurrent
6/11/2019 – Foster City, CA
First Republic Investment Management, Inc.
10/4/2016 – 6/4/2019Palo Alto, CA
Zacks Investment Management, Inc.
12/24/2008 – 3/2/2011Chicago, IL
Merrill Lynch Pierce Fenner & Smith Inc.
5/17/1999 – 11/7/2002Englewood, CO

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. First Republic Securities Company, LLC
    Mar 2015 – Apr 2017Menlo Park, CA
  2. First Republic Investment Management
    Mar 2015 – Apr 2017Menlo Park, CA
  3. First Republic Investment Management, Inc.
    Apr 2017 – May 2019Menlo Park, CA
  4. First Republic Securities Company, LLC
    Apr 2017 – May 2019Menlo Park, CA
  5. IEQ Capital, LLC
    Jun 2019 – no end date reportedFoster City, CA

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About IEQ 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
Estimated blended rate
0.01

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Investment AdvisoryWealth ManagementRIA

Client types the firm serves

High Net WorthCharitable Organizations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
182
Offices listed on AdvisorFinder:
10
Main office:
Foster City, CA
SEC file number:
801-115278

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

Form ADV data as of June 9, 2026

View full firm profile

Other advisors at IEQ Capital, LLC

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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. Christian Edward Nelson 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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