Sierra
Macken

First Republic Investment Management, Inc

CRD#7275179
Investment Advisor
in San Francisco, CA

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About this Advisor

Sierra Macken is a financial advisor operating in San Francisco, California with a total of 1 year of relevant experience. Macken works at First Republic Investment Management, Inc. Their career trajectory has included roles at Lightwave Laser, Holly Hansen Public Relations, Northern California Medical Associates, Equitable Advisors, LLC, Moore School Of Business, College Of Business, University Of Oregon, First Republic Securities Company, LLC and First Republic Investment Management, Inc. Macken 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 financial advisory company operating out of San Francisco, CA. The company has offices in 37 locations and a total of 1,165 advisors. It oversees $140 billion in assets under management among its 84,774 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 393 charities and foundations. Of its 84,774 client accounts, 43% are held by high-net-worth investors who have greater than $1 million in investable assets. First Republic Investment Management, Inc 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 fee schedules typically vary depending on which services the firm provides the client. Fee types charged by First Republic Investment Management, Inc may include any blend of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

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

111 Pine Street
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

Sierra Macken Work History

Sierra has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

First Republic Securities Company, LLC

2022 - Present (2 years)

First Republic Investment Management, Inc

2020 - 2022 (2 years)

Equitable Advisors, LLC

2019 - 2019 (< 1 year)

Northern California Medical Associates

2018 - 2018 (< 1 year)

Lightwave Laser

2018 - 2018 (< 1 year)

Holly Hansen Public Relations

2018 - 2020 (2 years)

College Of Business, University Of Oregon

2016 - 2018 (2 years)

Moore School Of Business

*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 Sierra Macken 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

Noah Fox
San Francisco, CA
Christopher Merrifield
Palo Alto, CA
Sean Oliveira
Boston, MA
Leland Mindnich
Wellesley Hills, MA
Seth Bermel
San Francisco, CA
Mark Palmer
San Francisco, CA
Lewis Mai
New York, NY
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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