Sandy
Guidicianne

First Republic Investment Management, Inc

CRD#5836789
Investment Advisor
in Boston, MA

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About this Advisor

Sandy Guidicianne is a certified financial planner operating in Boston, Massachusetts, who has 12 years of relevant experience. Guidicianne is an employee of First Republic Investment Management, Inc. Throughout their career, they have worked at First Republic Securities Company and First Republic Investment Management, Inc. Guidicianne holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. First Republic Investment Management, Inc is an advisory company that has its headquarters in San Francisco, CA. The company has offices in 37 locations and a total of 1,165 financial advisors. It manages $140 billion in assets under management between its 84,774 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 393 charities and foundations. Of its 84,774 accounts, 43% are held by high-net-worth individuals who have at least $1 million in investable assets. First Republic Investment Management, Inc offers a broad 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. A financial advisor's fee schedules usually depend on the services provided. However, fee types billed by First Republic Investment Management, Inc most likely consist of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

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, Performance-based Fees, Others

Office Location

160 Federal Street
Boston, MA 02110

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First Republic Investment Management, Inc Brokerage Details

Total Assets Under Management

$139,511,326,231

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

1,165

MA Average: 43
Total Number of Accounts

84,774

MA Average: 3,727
Average Account Size

$1,645,685

MA 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

Sandy Guidicianne Work History

Sandy has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

First Republic Investment Management, Inc

2010 - Present (14 years)

First Republic Securities Company

*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 Sandy Guidicianne 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

Mark Beatini
New York, NY
Ellen Reid
Boston, MA
Leland Mindnich
Wellesley Hills, MA
Lewis Mai
New York, NY
John Garofalo
Los Angeles, CA
Mark Palmer
San Francisco, CA
Alec Feinstein
Los Angeles, CA
Tracey Graziosa
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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