Steven
Bono
First Republic Investment Management, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Steven Bono is a financial advisor working out of Menlo Park, California who has 8 years of relevant experience. Bono is an employee of First Republic Investment Management, Inc. During their career, the advisor has held roles at Constellation Wealth Advisors LLC, First Republic Investment Management, First Republic Securities Company, First Republic Securities Company, LLC and First Republic Investment Management, Inc. Bono holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to operate in California. First Republic Investment Management, Inc is a registered investment firm operating out of San Francisco, CA. The investment advisory business has offices in 37 locations and a total of 1,165 employees. It has $140 billion in assets among its 84,774 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 393 charitable organizations. Of its 84,774 customer accounts, 43% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. First Republic Investment Management, Inc offers 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 largely are based on the financial services offered. However, fee types billed by First Republic Investment Management, Inc most likely include some blend of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
First Republic Investment Management, Inc Brokerage Details
$139,511,326,231
1,165
84,774
$1,645,685
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
Steven Bono Work History
Steven has been registered as a financial advisor for 8 years.*
First Republic Securities Company, LLC
First Republic Investment Management, Inc
First Republic Investment Management
First Republic Securities Company
Constellation Wealth Advisors LLC
*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 Steven Bono 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
San Francisco, CA
Los Angeles, CA
San Francisco, CA
Boston, MA
Los Angeles, CA
San Francisco, CA
Wellesley Hills, MA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
