Aldo
Severson
First Republic Investment Management, Inc
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About this Advisor
Aldo Severson is a certified financial planner operating in San Francisco, California with 1 year of relevant experience. Severson is currently employed by First Republic Investment Management, Inc. Severson has gained experience at Ubs, Sgc Financial, Bjs Restaurant, Student, Christopher Andrews, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, First Republic Securities Company, LLC and First Republic Investment Management, Inc. Severson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. First Republic Investment Management, Inc is a registered investment firm that has its headquarters in San Francisco, CA. The company has offices in 37 locations and a total of 1,165 employees. It handles $140 billion in assets between its 84,774 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 393 charities and foundations. Of its 84,774 accounts, 43% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which services are provided. However, fees charged by First Republic Investment Management, Inc most likely include some blend of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Republic Investment Management, Inc Brokerage Details
$139,511,326,231
1,165
84,774
$1,645,685
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Aldo Severson Work History
Aldo has been registered as a financial advisor for 1 years.*
First Republic Securities Company, LLC
First Republic Investment Management, Inc
Christopher Andrews
Ubs
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Sgc Financial
Bjs Restaurant
Student
Student
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aldo Severson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at First Republic Investment Management, Inc
Greenwich, CT
San Francisco, CA
New York, NY
Los Angeles, CA
New York, NY
San Francisco, CA
Los Angeles, CA
Wellesley Hills, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
