Sonya
Oliver

First Republic Investment Management, Inc

CRD#2882049
Investment Advisor
in Los Angeles, CA
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About this Advisor

Sonya Oliver is a chartered financial analyst who works out of Los Angeles, California, with 10 years of experience as a financial advisor. Oliver is on the advisory team at First Republic Investment Management, Inc. Throughout their career, they have worked at Credit Suisse Securities (Usa) LLC, Credit Suisse Lending LLC, First Republic Investment Management, Inc and First Republic Securities Company LLC. Oliver has a Series 63 license, certifying them as a securities broker, and is able to serve investors in California. First Republic Investment Management, Inc is a registered investment firm operating in Los Angeles, California. The firm has offices in 17 locations and a total of 495 financial advisors. It manages $74 billion in assets between its 42,420 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 172 charities and foundations. Of its 42,420 client accounts, just 11% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs 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. Fees charged by financial advisors typically are based on the services provided. However, fee types billed by First Republic Investment Management, Inc most likely include any blend of asset-based, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

10 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

Sonya Oliver Work History

Sonya has 10 years of experience.

2015 - Present (4 years)

First Republic Investment Management, Inc

2015 - Present (4 years)

First Republic Securities Company LLC

2014 - 2015 (1 years)

Credit Suisse Lending LLC

2008 - 2015 (7 years)

Credit Suisse Securities (Usa) LLC

Disclosures

Sonya Oliver has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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