Unclaimed Profile

Raymond Brian Massey

IQ CAPITAL STRATEGY LLC·SENECA, South Carolina

SIE, Series 6, Series 26, Series 63, Series 65Clean record18 years registeredIQ CAPITAL STRATEGY LLC

10239 CLEMSON BOULEVARD, SENECA, SC 29678CRD# 4175903Firm CRD# 288724

Profile Verification

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

Identity

Raymond Brian Massey · SENECA, SC

Registration

CRD #4175903 · IQ CAPITAL STRATEGY LLC · 18 years registered

Brand Profile

Not yet started

Career History

FORTUNE FINANCIAL SERVICES, INC.

Feb 2020 – present

IQ CAPITAL STRATEGY LLC

Mar 2018 – present

ADVANTAGE INVESTMENT MANAGEMENT, LLC

Apr 2017 – Oct 2017

Seneca, SC

FOUNDERS FINANCIAL SECURITIES, LLC

Nov 2009 – Apr 2017

SENECA, SC

TRANSAMERICA FINANCIAL ADVISORS, INC.

Jan 2008 – Nov 2009

SENECA, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · January 11, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IQ CAPITAL STRATEGY LLC

CRD 288724 · SEC 801-110960

AUM

$13M

Regulatory assets under management

Employees

1 client accounts

Services offered by IQ CAPITAL STRATEGY LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at IQ CAPITAL STRATEGY LLC →

Introduction

Speak with Raymond

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

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

Looking for a financial advisor in SENECA?

Browse all registered financial advisors in SENECA, South Carolina or claim this profile if it's yours.

Browse SENECA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Raymond Brian Massey offer?

Raymond Brian Massey specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SENECA, South Carolina for a consultation.

What are Raymond Brian Massey's credentials?

Raymond Brian Massey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Raymond Brian Massey located?

Raymond Brian Massey is based in SENECA, South Carolina, working with IQ CAPITAL STRATEGY LLC. Their office serves clients in the SENECA metropolitan area and surrounding communities.

How does Raymond Brian Massey charge for services?

Raymond Brian Massey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IQ CAPITAL STRATEGY LLC?

IQ CAPITAL STRATEGY LLC has approximately 2 employees and manages $13M 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 →