Unclaimed Profile

Eric Scott Harrison

IEQ CAPITAL, LLC·FOSTER CITY, California

SIE, Series 3, Series 22, Series 63, Series 65Clean record15 years registeredIEQ CAPITAL, LLC

950 TOWER LANE, FOSTER CITY, CA 94404CRD# 5642015Firm CRD# 301819

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Scott Harrison · FOSTER CITY, CA

Registration

CRD #5642015 · IEQ CAPITAL, LLC · 15 years registered

Brand Profile

Not yet started

Career History

IEQ CAPITAL, LLC

Jun 2019 – present

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

Jan 2013 – Jun 2019

Palo Alto, CA

LUMINOUS CAPITAL, LLC

Mar 2011 – Feb 2013

PORTOLA VALLEY, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 22

Series 63

Series 65

Registration record

First registered · March 15, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IEQ CAPITAL, LLC

CRD 301819 · SEC 801-115278

AUM

$23.6B

Regulatory assets under management

Employees

156

1,434 client accounts

Services offered by IEQ CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at IEQ CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Eric Scott Harrison offer?

Eric Scott Harrison specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FOSTER CITY, California for a consultation.

What are Eric Scott Harrison's credentials?

Eric Scott Harrison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Scott Harrison located?

Eric Scott Harrison is based in FOSTER CITY, California, working with IEQ CAPITAL, LLC. Their office serves clients in the FOSTER CITY metropolitan area and surrounding communities.

How does Eric Scott Harrison charge for services?

Eric Scott Harrison's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IEQ CAPITAL, LLC?

IEQ CAPITAL, LLC has approximately 156 employees and manages $23.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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