Renee
Capellaro

First Republic Investment Management, Inc

CRD#5226870
Investment Advisor
in Los Angeles, CA
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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

Series 66, Certified Financial Planner

Years of Experience

12 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, Commissions, Performance-based Fees, Others

Disclosures

No

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

$74,035,901,610

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

495

CA Average: 43
Total Number of Accounts

42,420

CA Average: 3,727
Average Account Size

$1,745,306

CA Average: $2,033,427

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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.

2011 - Present (8 years)

First Republic Securities Company

2010 - Present (9 years)

First Republic Bank

2010 - Present (9 years)

First Republic Investment Management

2007 - 2009 (2 years)

Securities America, Inc

2006 - 2009 (3 years)

Bse & Associates, Inc Dba American Financial Network

2006 - 2010 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Renee Capellaro has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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