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KC

Kevin C Calenzani

Investment Adviser Representative at IEQ CAPITAL, LLC

Foster City, CACRD #6738728Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
1 states
Exams Passed
10

Professional summary

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

Kevin C. Calenzani has worked in the securities industry since 2021. They have passed the Series 99, 82, 79, 66, 65, 63, 22, 7, and 6 examinations. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/27/2026
Series 63
Uniform Securities Agent State Law Examination
Passed 7/14/2023
Series 66
Uniform Combined State Law Examination
Passed 3/25/2018
Series 79
Investment Banking Registered Representative Examination
Passed 11/13/2023
Series 82
Limited Representative-Private Securities Offerings
Passed 6/30/2023
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/30/2023
Series 22
Direct Participation Programs Representative Examination
Passed 6/30/2023
Series 99
Operations Professional Examination
Passed 6/30/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/7/2017

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Source

IEQ Capital, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

IEQ CAPITAL, LLCCurrent
2/27/2026Foster City, CA
RAYMOND JAMES & ASSOCIATES, INC.
4/11/20196/10/2021Los Angeles, CA
MORGAN STANLEY
6/21/20182/22/2019Los Angeles, CA
AXA ADVISORS, LLC
3/29/20184/5/2018Los Angeles, CA

Official records & sources

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

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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. Kevin C Calenzani 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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Kevin C Calenzani - Financial Advisor in Foster City, CA | AdvisorFinder