Unclaimed Profile

Robert John Skinner

IEQ CAPITAL, LLC·FOSTER CITY, California

SIE, Series 7, Series 22, Series 63, Series 6526 years registeredIEQ CAPITAL, LLC

950 TOWER LANE, FOSTER CITY, CA 94404CRD# 2680849Firm CRD# 301819

Profile Verification

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

Identity

Robert John Skinner · FOSTER CITY, CA

Registration

CRD #2680849 · IEQ CAPITAL, LLC · 26 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

May 2008 – Feb 2013

PORTOLA VALLEY, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 2000 – May 2008

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 22

Series 63

Series 65

Registration record

First registered · August 4, 2000

Years registered · 26

Disclosure History

2020Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Robert John Skinner offer?

Robert John Skinner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FOSTER CITY, California for a consultation.

What are Robert John Skinner's credentials?

Robert John Skinner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert John Skinner located?

Robert John Skinner 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 Robert John Skinner charge for services?

Robert John Skinner'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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