Samuel Epstein is an investment adviser representative (IAR) with state registration records since 2016, appearing at 2 firms. Currently registered with IEQ CAPITAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| IEQ CAPITAL, LLC | 2025-10-06 | present | Yes |
| ICONIQ CAPITAL, LLC | 2016-11-30 | 2018-09-18 | — |