Charles
Guittari
First Republic Investment Management, Inc
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About this Advisor
Charles Guittari is a financial advisor who works out of San Francisco, California who has 2 years of relevant experience. Guittari currently works for First Republic Investment Management, Inc. Guittari has gained experience at Scottrade, Wells Fargo Bank, Mass Mutual, Zerve, Menlo College, Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC, E*Trade Securities LLC, E*Trade Capital Management, LLC, First Republic Securities Company, LLC and First Republic Investment Management, Inc. Guittari holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California. First Republic Investment Management, Inc is a company based out of San Francisco, CA. The company has offices in 37 locations and a total of 1,165 employees. It controls $140 billion in assets under management across its 84,774 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 393 charities and foundations. Of its 84,774 client accounts, 43% belong to high-net-worth investors who have more than $1 million in assets. First Republic Investment Management, Inc provides a wide range 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. Financial advisory fee schedules largely are based on which services the firm provides the client. Fees billed by First Republic Investment Management, Inc likely consist of some combination 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
Charles Guittari Work History
Charles has been registered as a financial advisor for 2 years.*
First Republic Securities Company, LLC
First Republic Investment Management, Inc
E*Trade Securities LLC
E*Trade Capital Management, LLC
Td Ameritrade, Inc
Td Ameritrade Investment Management, LLC
Scottrade
Wells Fargo Bank
Mass Mutual
Zerve
Menlo College
*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 Charles Guittari 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
Boston, MA
San Francisco, CA
San Francisco, CA
Boston, MA
Los Angeles, CA
San Francisco, CA
Los Angeles, CA
Boston, 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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