Role at IEQ Capital
- Title on Schedule A
- Executive Team Member
- Control
- Megan Whyte is not a control person of IEQ Capital.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Megan Whyte has held the filed role since November 2023.
The firm
Form ADV filed 9 June 2026
Career on record
Megan Whyte has been registered through IEQ Capital since February 2020, and before that through Fisher Investments.
- Ieq Capital, LLCCurrent– present · 7 yearsFoster City, CA · Adviser representative · Firm CRD 301819
- Fisher Investments– · 15 yearsSan Mateo, CA · Adviser representative · Firm CRD 107342
- Passed Series 65 · 2005
Registrations and exams
Megan Whyte has a current investment-adviser registration in California and has passed 1 qualifying exam.
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 27 February 2020 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 April 2005 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- Megan Jane Whyte
- CRD
- 4948979
- Firm
- IEQ Capital, LLC
- Registration status
- Investment adviser registration
- Office
- 950 TOWER LANE, SUITE 1800, Foster City, CA 94404
- Firm bio
- ieqcapital.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
IEQ Capital identifies Megan Whyte as Partner and Chief Client Officer and describes her oversight of Family Office and Client Experience, Human Capital, and Marketing. Official firm biography
Education
- BA, Economics, University of California, Los AngelesOfficial firm biography
Common questions
Where does Megan Whyte work?
Megan Whyte has been Executive Team Member of IEQ Capital, LLC since November 2023.
Is Megan Whyte a financial advisor?
Yes. Megan Whyte has a current investment-adviser registration in California, through IEQ Capital since February 2020, as of 18 October 2026.
How many years of experience does Megan Whyte have?
Megan Whyte has worked in the financial industry for 21 years as of 18 October 2026, counted from 3 May 2005, across 2 adviser firms.
What exams has Megan Whyte passed?
Megan Whyte passed the Series 65 in April 2005.
Where did Megan Whyte work before IEQ Capital?
Before IEQ Capital, Megan Whyte was registered through Fisher Investments, April 2005 to February 2020.
Where is Megan Whyte based?
Megan Whyte’s registered office is in Foster City, CA.
Leadership at IEQ Capital
- Bethany PetersonChief Financial Officer
- Lior KeshetChief Compliance Officer & General Counsel
- Eric HarrisonManaging Partner
- Dean HorwitzChief Operations Officer
- Robert SkinnerManaging Partner
- Jeffrey WestsmithExecutive Team Member
- Alan ZafranManaging Partner