Lindsay Moy

from Iconiq Capital, LLC
SEC regulated
Regulated Investment Advisor
Lindsay Moy is a financial advisor based in California, San Francisco, with 16 years of experience. Lindsay currently works for Iconiq Capital, LLC. Lindsay maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Lindsay Moy works at Iconiq Capital, LLC
Iconiq Capital, LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $61,459,425,682 of assets under management and employs about 452 people. Iconiq Capital, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
50 Beale St., Ste 2300, San Francisco, California, 94105

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