Steven
Soja
First Republic Investment Management, Inc
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About this Advisor
Steven Soja is a financial advisor operating out of San Francisco, California who has 8 years of relevant experience. Soja works at First Republic Investment Management, Inc. Throughout their career, they have worked at Credit Suisse Securities (Usa) LLC, Credit Suisse Lending LLC, First Republic Securities Company LLC, First Republic Investment Management, Inc and First Republic Securities Company, LLC. Soja has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California, Florida, Hawaii and Massachusetts. First Republic Investment Management, Inc is a financial advisory company that has its headquarters in 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 across its 84,774 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 393 charities and foundations. Of its 84,774 client accounts, 43% belong to high-net-worth individuals who have at least $1 million in assets. First Republic Investment Management, Inc provides 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 which service is 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
Years Registered*
Services Offered
Fee Structure
Office Location
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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 Soja 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 Securities Company LLC
First Republic Investment Management, Inc
Credit Suisse Lending LLC
Credit Suisse Securities (Usa) 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 Soja 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
New York, NY
Newport Beach, CA
New York, NY
Wellesley Hills, MA
New York, NY
San Francisco, CA
Los Angeles, CA
Los Angeles, CA
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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