Unclaimed Profile

Megan Jane Whyte

IEQ CAPITAL, LLC·FOSTER CITY, California

Series 65Clean record21 years registeredIEQ CAPITAL, LLC

950 TOWER LANE, FOSTER CITY, CA 94404CRD# 4948979Firm CRD# 301819

Profile Verification

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

Identity

Megan Jane Whyte · FOSTER CITY, CA

Registration

CRD #4948979 · IEQ CAPITAL, LLC · 21 years registered

Brand Profile

Not yet started

Career History

IEQ CAPITAL, LLC

Feb 2020 – present

FISHER INVESTMENTS

Apr 2005 – Feb 2020

SAN MATEO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 26, 2005

Years registered · 21

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 Megan Jane Whyte offer?

Megan Jane Whyte specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FOSTER CITY, California for a consultation.

What are Megan Jane Whyte's credentials?

Megan Jane Whyte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Megan Jane Whyte located?

Megan Jane Whyte 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 Megan Jane Whyte charge for services?

Megan Jane Whyte'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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