First Republic Investment Management, Inc
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About this Advisor
Renee Capellaro is a certified financial planner operating out of Los Angeles, California, who has been in the industry for 12 years. Capellaro is an advisor for First Republic Investment Management, Inc. Over the course of their career, they have held roles at Securities America, Inc, Bse & Associates, Inc Dba American Financial Network, Merrill Lynch, Pierce, Fenner & Smith Inc, First Republic Bank, First Republic Investment Management and First Republic Securities Company. Capellaro has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. First Republic Investment Management, Inc is a firm based out of Los Angeles, California. The company has offices in 17 locations and a total of 495 people on staff. It administers $74 billion in total assets across its 42,420 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 172 charitable organizations. Of its 42,420 accounts, just 11% are associated with high-net-worth investors who have more than $1 million in assets. The company has a diverse array 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 are based on the type of services. Fees charged by First Republic Investment Management, Inc likely include some blend of asset-based, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years of Experience
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First Republic Investment Management, Inc Brokerage Details
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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
Renee Capellaro Work History
Renee has 12 years of experience.
First Republic Securities Company
First Republic Bank
First Republic Investment Management
Securities America, Inc
Bse & Associates, Inc Dba American Financial Network
Merrill Lynch, Pierce, Fenner & Smith Inc
Renee Capellaro has no disclosures.
Please visit their SEC profile for more details.