Alicia
Chin
First Republic Investment Management, Inc
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About this Advisor
Alicia Chin is a financial advisor working in Washington, District Of Columbia with a total of 4 years of industry experience. Chin is on the advisory team at First Republic Investment Management, Inc. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, First Republic Securities Company, LLC, First Republic Investment Management, Inc and Bank Of America, N.A. Chin maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and can serve investors in California and District Of Columbia. First Republic Investment Management, Inc is a company that has its headquarters in San Francisco, CA. The firm has offices in 37 locations and a total of 1,165 financial advisors. It has $140 billion in assets under management across its 84,774 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 393 charities and foundations. Of its 84,774 accounts, 43% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a broad array 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. Financial advisory fee schedules vary depending on the type of financial services offered. However, fees charged by First Republic Investment Management, Inc 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
Alicia Chin Work History
Alicia has been registered as a financial advisor for 4 years.*
First Republic Securities Company, LLC
First Republic Investment Management, Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Alicia Chin 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
Palo Alto, CA
Los Angeles, CA
Newport Beach, CA
Boston, MA
New York, NY
San Francisco, CA
San Francisco, CA
Palm Beach, FL
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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