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Raymond Brian Massey

IQ CAPITAL STRATEGY LLC·SENECA, South Carolina
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10239 CLEMSON BOULEVARD, SENECA, SC 29678CRD# 4175903Firm CRD# 288724
01

About

Raymond Brian Massey is a registered financial advisor based in SENECA, South Carolina, affiliated with IQ CAPITAL STRATEGY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
IQ CAPITAL STRATEGY LLC
IQ CAPITAL STRATEGY LLC
AUM
$13M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at IQ CAPITAL STRATEGY LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4175903
Firm CRD# 288724
No disclosures on file
View on FINRA BrokerCheck →

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05

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.
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Other advisors in SENECA
Stephen Francis Molyneaux — HANOVER ADVISORS, INCJan Sture Fredman — CLEMSON-EPS ADVISORS, LLCRobby Thomas Bryant — MAGNOLIA FINANCIAL PLANNING SERVICES, INC.Jason Sidney White — MAGNOLIA FINANCIAL PLANNING SERVICES, INC.Lori Melissa Talley-Kelley — CLEMSON-EPS ADVISORS, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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