Advisors at this firm
Alexander M
Series 65
Seneca, SC
IQ Capital Strategy LLC
Alexander Medlin is a financial advisor at IQ Capital Strategy LLC with a Series 65 credential and three years of industry experience. He is also involved in non-investment businesses, including A to Z Landscaping, LLC, where he works as an employee, and A to Z Sanitation, LLC, where he is a part-owner. IQ Capital Strategy, LLC provides discretionary investment management to individuals, high-net-worth clients, and charitable organizations, managing approximately $24.5 million across about 154 client accounts. The firm employs an investment approach focused on technical analysis using algorithmic trade-signal software and utilizes ETFs, equities, fixed income, single-stock futures, and commodities to seek capital appreciation with lower volatility.
Raymond M
Series 63, Series 65
Seneca, SC
IQ Capital Strategy LLC
Raymond Massey is a financial advisor with IQ Capital Strategy LLC in Seneca, SC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at multiple firms including Fortune Financial Services, First Dominion Capital Corp., and Founders Financial Securities. Outside of finance, he owns and manages Massey Transport LLC, a trucking company, and Massey Grading and Cleaning, which provides land grading and cleaning services. IQ Capital Strategy LLC provides discretionary investment management to individuals, high-net-worth clients, and charitable organizations, using algorithmic trade-signal software and diversified portfolios including ETFs, equities, fixed income, single-stock futures, and commodities to seek capital appreciation with controlled volatility.
Blake P
Series 65
Seneca, SC
IQ Capital Strategy LLC
Blake Pitts is a financial advisor at IQ Capital Strategy LLC with five years of industry experience and holds a Series 65 designation. Prior to his advisory role, he operated Pitts Lawn Care for three years and has served as a pastor at LifePoint Church in Seneca, SC since 2013. In his role at the church, he dedicates significant time to non-investment-related activities. IQ Capital Strategy LLC provides discretionary investment management to individuals, high-net-worth clients, and charitable organizations, managing approximately $24.5 million across 154 accounts. The firm uses algorithmic trade-signal software and diversified investments including ETFs, equities, fixed income, single-stock futures, and commodities to pursue capital appreciation with lower volatility.
Dalton M
Series 65
Seneca, SC
IQ Capital Strategy LLC
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.