Unclaimed Profile

Kevin Noel Foster

ICONIQ CAPITAL, LLC·SAN FRANCISCO, California

Series 7, Series 63, Series 65Clean record14 years registeredICONIQ CAPITAL, LLC

50 BEALE ST., SAN FRANCISCO, CA 94105CRD# 4816072Firm CRD# 159198

Profile Verification

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

Identity

Kevin Noel Foster · SAN FRANCISCO, CA

Registration

CRD #4816072 · ICONIQ CAPITAL, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ICONIQ CAPITAL, LLC

ICONIQ CAPITAL, LLC

Feb 2012 – Dec 2025

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · February 14, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ICONIQ CAPITAL, LLC

CRD 159198 · SEC 801-72878

AUM

$84.2B

Regulatory assets under management

Employees

451

1,477 client accounts

Services offered by ICONIQ CAPITAL, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at ICONIQ CAPITAL, LLC →

Introduction

Speak with Kevin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kevin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kevin Noel Foster offer?

Kevin Noel Foster specializes in Investment Management, Retirement Planning.

What are Kevin Noel Foster's credentials?

Kevin Noel Foster is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Noel Foster located?

Kevin Noel Foster is based in SAN FRANCISCO, California, last registered with ICONIQ CAPITAL, LLC.

How does Kevin Noel Foster charge for services?

Kevin Noel Foster's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ICONIQ CAPITAL, LLC?

ICONIQ CAPITAL, LLC has approximately 451 employees and manages $84.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →