Kyle
Briggs

First Republic Investment Management, Inc

CRD#5342360
Investment Advisor
in Los Angeles, CA

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About this Advisor

Kyle Briggs is a financial advisor working in Los Angeles, California, who has 3 years of relevant experience. Briggs is on the advisory team at First Republic Investment Management, Inc. Over the course of their career, Briggs has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Morgan Stanley Smith Barney, Bank Of America, N.A, First Republic Securities Company, LLC and First Republic Investment Management, Inc. Briggs has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in California. First Republic Investment Management, Inc is a financial advisory firm that has its headquarters in San Francisco, CA. The company has offices in 37 locations and a total of 1,165 financial advisors. It has $140 billion in assets between its 84,774 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 393 charitable organizations. Of its 84,774 accounts, 43% are held by high-net-worth individuals who have at least $1 million in assets. First Republic Investment Management, Inc 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 are based on the financial services offered. However, fee types charged by First Republic Investment Management, Inc can be comprised of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

1888 Century Park East
Los Angeles, CA 90067

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First Republic Investment Management, Inc Brokerage Details

Total Assets Under Management

$139,511,326,231

CA Average: $7,578,581,321
Total Number of Employees

1,165

CA Average: 43
Total Number of Accounts

84,774

CA Average: 3,727
Average Account Size

$1,645,685

CA Average: $2,033,427

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

Kyle Briggs Work History

Kyle has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

First Republic Securities Company, LLC

2020 - Present (4 years)

First Republic Investment Management, Inc

2015 - 2020 (5 years)

Bank Of America, N.A

2014 - 2020 (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2014 (2 years)

Morgan Stanley Smith Barney

*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 Kyle Briggs 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

Angela Raitzin
Greenwich, CT
Tracey Graziosa
New York, NY
Christina Camuzzi
Boston, MA
Justin Chamberlain
Los Angeles, CA
Alec Feinstein
Los Angeles, CA
Mark Palmer
San Francisco, CA
Mark Beatini
New York, NY
William Hartshorne
San Francisco, CA

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.

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