Mark
Genovese

First Republic Investment Management, Inc

CRD#4306036
Investment Advisor
in San Francisco, CA

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About this Advisor

Mark Genovese is a financial advisor working out of San Francisco, California who has 4 years of industry experience. Genovese is on the advisory team at First Republic Investment Management, Inc. During their career, the advisor has held roles at Tiaa, Sabbatical, Umpqua Bank, Umpqua Investments, Inc, First Republic Investment Management, Inc and First Republic Securities Company, LLC. Genovese holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to work in California. First Republic Investment Management, Inc is a registered investment business based in San Francisco, CA. The firm has offices in 37 locations and a total of 1,165 advisors. It administers $140 billion in total assets between its 84,774 accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 393 charities and foundations. Of its 84,774 accounts, 43% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs 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. Financial advisory fees typically vary depending on which services the firm provides the client. Fees charged by First Republic Investment Management, Inc may include asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

1 Front Street 11Th Floor
San Francisco, CA 94111

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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

Mark Genovese Work History

Mark has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

First Republic Investment Management, Inc

2019 - Present (5 years)

First Republic Securities Company, LLC

2015 - 2019 (4 years)

Umpqua Bank

2015 - 2019 (4 years)

Umpqua Investments, Inc

2013 - 2015 (2 years)

Sabbatical

2009 - 2013 (4 years)

Tiaa

*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 Mark Genovese 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

Kevin Szeto
San Francisco, CA
Thomas Carney
New York, NY
Scott Price
Boston, MA
John Williams
Los Angeles, CA
Akhil Bhalla
New York, NY
Mark Palmer
San Francisco, CA
Justin Chamberlain
Los Angeles, CA
Michael Strassmann
New York, NY

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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