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Robert Skinner

Managing Partner at IEQ Capital

Investment adviser registrationFoster City, CASEC record checked 17 October 2026

30
Years in the industry
7
Years at the firm
4
Adviser firms
21
State registrations

IAPD record retrieved 17 October 2026SEC record

Robert Skinner is Managing Partner of IEQ Capital, LLC, a Foster City investment adviser managing $56.8B. Robert Skinner has been registered through IEQ Capital since 7 June 2019, has 30 years in the industry across 4 firms and has passed 5 licensing exams.

Role at IEQ Capital

Title on Schedule A
Managing Partner
Control
Robert Skinner is a control person of IEQ Capital.
Ownership
An individual ownership band is not available in the source record.
Tenure
Robert Skinner has held the filed role since June 2019.

The firm

IEQ Capital, LLC
Foster City, CA

Form ADV filed 9 June 2026

$56.8B AUM2,309 clients193 advisers11 offices

Career on record

Robert Skinner has been registered through IEQ Capital since June 2019, and before that through First Republic Investment Management, Inc., Luminous Capital, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firms and exams, newest first
  1. Ieq Capital, LLCCurrent
    – present · 7 years
    Foster City, CA · Adviser representative · Firm CRD 301819
  2. Passed SIE · 2018
  3. Passed Series 63 and Series 22 · 2013
  4. First Republic Investment Management, Inc.
    – · 6 years
    Palo Alto, CA · Adviser representative · Firm CRD 108559
  5. Luminous Capital, LLC
    – · 5 years
    Portola Valley, CA · Adviser representative · Firm CRD 145566
  6. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    – · 8 years
    Los Angeles, CA · Adviser representative · Firm CRD 7691
  7. Passed Series 65 · 1996
  8. Passed Series 7 · 1995

Registrations and exams

Robert Skinner has a current investment-adviser registration in Arizona, California, Colorado, Connecticut, Delaware, Idaho, Illinois, Maryland, Michigan, Nevada, New Hampshire, New Jersey, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington and Wisconsin and has passed 5 qualifying exams.

Arizona10 July 2023
Scope
Investment adviser representative
Status
Approved
California7 June 2019
Scope
Investment adviser representative
Status
Approved
Colorado25 March 2020
Scope
Investment adviser representative
Status
Approved
Connecticut25 March 2020
Scope
Investment adviser representative
Status
Approved
Delaware25 March 2020
Scope
Investment adviser representative
Status
Approved
Idaho23 January 2026
Scope
Investment adviser representative
Status
Approved
Illinois8 April 2026
Scope
Investment adviser representative
Status
Approved
Maryland25 March 2020
Scope
Investment adviser representative
Status
Approved
Michigan27 January 2026
Scope
Investment adviser representative
Status
Approved
Nevada9 April 2020
Scope
Investment adviser representative
Status
Approved
New Hampshire31 March 2026
Scope
Investment adviser representative
Status
Approved
New Jersey27 March 2020
Scope
Investment adviser representative
Status
Approved
North Carolina25 March 2020
Scope
Investment adviser representative
Status
Approved
Oregon25 March 2020
Scope
Investment adviser representative
Status
Approved
Pennsylvania27 January 2026
Scope
Investment adviser representative
Status
Approved
South Carolina30 January 2026
Scope
Investment adviser representative
Status
Approved
Texas25 March 2020
Scope
Investment adviser representative
Status
Approved
Utah25 March 2020
Scope
Investment adviser representative
Status
Approved
Virginia27 January 2026
Scope
Investment adviser representative
Status
Approved
Washington25 March 2020
Scope
Investment adviser representative
Status
Approved
Wisconsin27 January 2026
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6323 January 2013
Name
Uniform Securities Agent State Law Examination
Series 652 May 1996
Name
Uniform Investment Adviser Law Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 2218 April 2013
Name
Direct Participation Programs Representative Examination
Series 72 December 1995
Name
General Securities Representative Examination

Individual record

Full name
Robert John Skinner
CRD
2680849
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 Robert Skinner as a Founder and Managing Partner and says he chairs its Investment Committee. Official firm biography

Education

Common questions

Where does Robert Skinner work?

Robert Skinner has been Managing Partner of IEQ Capital, LLC since June 2019, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 9 June 2026

Is Robert Skinner a financial advisor?

Yes. Robert Skinner has a current investment-adviser registration in Arizona, California, Colorado, Connecticut, Delaware, Idaho, Illinois, Maryland, Michigan, Nevada, New Hampshire, New Jersey, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington and Wisconsin, through IEQ Capital since June 2019, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Robert Skinner have?

Robert Skinner has worked in the financial industry for 30 years as of 17 October 2026, counted from 3 March 1996, across 4 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Robert Skinner passed?

Robert Skinner has passed 5 licensing exams: the Series 7, Series 65, Series 63, Series 22 and SIE. The earliest, the Series 7, was passed in December 1995.

Source: IAPD individual record, checked 17 October 2026

Where did Robert Skinner work before IEQ Capital?

Before IEQ Capital, Robert Skinner was registered through First Republic Investment Management, Inc., January 2013 to June 2019; Luminous Capital, LLC, May 2008 to February 2013; Merrill Lynch, Pierce, Fenner & Smith Incorporated, August 2000 to May 2008.

Source: IAPD individual record, checked 17 October 2026

Where is Robert Skinner based?

Robert Skinner’s registered office is in Foster City, CA.

Source: IAPD individual record, checked 17 October 2026

Leadership at IEQ Capital

Sources

  1. IAPD individual record, CRD 2680849. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of IEQ Capital, LLC, filed 9 June 2026. Title, control and ownership bands.
  3. IEQ Capital team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Robert Skinner or IEQ Capital, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.