Shelby
Blair

First Republic Investment Management, Inc

CRD#6617139
Investment Advisor
in San Francisco, CA

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About this Advisor

Shelby Blair is a financial advisor who works out of San Francisco, California with 3 years of relevant experience. Blair is on the advisory team at First Republic Investment Management, Inc. During their career, Blair has held roles at Charles Schwab & Co., Inc, Jw Rentals Inc, Herndon Plant Oakley, Full Time Education, First Republic Investment Management, Inc, First Republic Securities Company, LLC and Lendinghome Funding Corp. Blair has Series 63 and Series 65 licenses, designating 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 a registered investment company based out of San Francisco, CA. The company has offices in 37 locations and a total of 1,165 employees. It handles $140 billion in total assets between its 84,774 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 393 charitable organizations. Of its 84,774 client accounts, 43% are held by high-net-worth individuals who have at least $1 million in assets. First Republic Investment Management, Inc has a broad assortment of services, including 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. Fees charged by financial advisors largely vary depending on which service is provided. However, fees billed by First Republic Investment Management, Inc likely are comprised of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

111 Pine 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

Shelby Blair Work History

Shelby has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

First Republic Investment Management, Inc

2019 - Present (5 years)

First Republic Securities Company, LLC

2018 - 2019 (1 year)

Lendinghome Funding Corp

2016 - 2018 (2 years)

Charles Schwab & Co., Inc

2015 - 2016 (1 year)

Jw Rentals Inc

2015 - 2015 (< 1 year)

Herndon Plant Oakley

2012 - 2014 (2 years)

Full Time Education

*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 Shelby Blair 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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