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Dalton Massey

Advisor at IQ Capital Strategy LLC

Updated today
IQ Capital Strategy LLC logo

Firm

IQ Capital Strategy LLC

Location

Seneca, SC

Credentials

Series 65

Industry experience

1 year

About

Dalton Massey is a Series 65-licensed financial advisor at IQ Capital Strategy LLC with one year of industry experience. Prior to joining IQ Capital Strategy, he held various roles including management of Sureflow Gutters, LLC, a Seneca, SC-based business he owns and oversees. IQ Capital Strategy LLC provides discretionary investment management to individuals, high-net-worth clients, and charitable organizations, utilizing algorithmic trade-signal software and a diversified portfolio approach that includes ETFs, equities, fixed income, single-stock futures, and commodities.

Client services

Based on IQ Capital Strategy LLC

Portfolio management
Portfolio management for charitable organizations

Expertise

Based on IQ Capital Strategy LLC

Active portfolio management

Fee options

Percentage

1% to 2.5% annually (negotiated annual fee based on assets under management)

Other

Account minimum: $25,000

Location

Seneca, SC

Most active in

South Carolina

Work history

IQ Capital Strategy, LLC

2024 - Present (2 years)

Clemson University

2021 - 2022 (1 year)

Sureflow Gutters, LLC

2021 - Present (5 years)

UnEmployed

2020 - 2021 (1 year)

The Citadel

2018 - 2020 (2 years)

Performance Power Sports

2016 - 2017 (1 year)

West Oak High School

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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