Keith
Webster
First Republic Investment Management, Inc
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About this Advisor
Keith Webster is a financial advisor operating in Los Angeles, California who has 8 years of industry experience. Webster is on the advisory team at First Republic Investment Management, Inc. Throughout their career, they have worked at Credit Suisse Securities (Usa) LLC, Credit Suisse Lending LLC, First Republic Investment Management, Inc, First Republic Securities Company LLC and First Republic Securities Company, LLC. Webster holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Connecticut and Hawaii. First Republic Investment Management, Inc is a company based out of San Francisco, CA. It has offices in 37 locations and a total of 1,165 financial advisors. It oversees $140 billion in assets between its 84,774 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 393 charities and foundations. Of its 84,774 customer accounts, 43% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a wide range of services, including 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 largely depend on which services the firm provides the client. However, fee types charged by First Republic Investment Management, Inc can include 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
Keith Webster Work History
Keith has been registered as a financial advisor for 8 years.*
First Republic Investment Management, Inc
First Republic Securities Company, LLC
First Republic Securities Company LLC
First Republic Investment Management, Inc
Credit Suisse Lending LLC
Credit Suisse Securities (Usa) LLC
*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 Keith Webster 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
Los Angeles, CA
New York, NY
San Francisco, CA
New York, NY
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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