Nicholas
Davey

First Republic Investment Management, Inc

CRD#5269884
Investment Advisor
in Los Angeles, CA

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About this Advisor

Nicholas Davey is a financial advisor working in Los Angeles, California. Davey currently works for First Republic Investment Management, Inc. Over the course of their career, Davey has held roles at J.P Morgan Securities Inc, Jpmorgan Chase Bank, N.A, Morgan Stanley, Morgan Stanley Private Bank, National Association, First Republic Securities Company, LLC and First Republic Investment Management, Inc. Davey holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. First Republic Investment Management, Inc is a firm based in San Francisco, CA. The firm has offices in 37 locations and a total of 1,165 financial advisors. It has $140 billion in total assets among its 84,774 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 393 charities and foundations. Of its 84,774 customer accounts, 43% are associated with high-net-worth individuals who have more than $1 million in assets. The business has 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. A financial advisor's fees usually depend on which services the firm provides the client. Fees billed by First Republic Investment Management, Inc likely consist of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

Nicholas Davey Work History

Nicholas has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

First Republic Securities Company, LLC

2023 - Present (1 year)

First Republic Investment Management, Inc

2016 - 2023 (7 years)

Morgan Stanley

2016 - 2023 (7 years)

Morgan Stanley Private Bank, National Association

2010 - 2016 (6 years)

J.P Morgan Securities Inc

2010 - 2016 (6 years)

Jpmorgan Chase Bank, N.A

*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 Nicholas Davey 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

William Hartshorne
San Francisco, CA
Christina Camuzzi
Boston, MA
James Morehouse
Palo Alto, CA
Tracey Graziosa
New York, NY
Leland Mindnich
Wellesley Hills, MA
Mark Palmer
San Francisco, CA
John Garofalo
Los Angeles, CA
Ellen Reid
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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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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