Sotiria
Sgouros
First Republic Investment Management, Inc
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About this Advisor
Sotiria Sgouros is a financial advisor who works out of Washington, District Of Columbia with a total of 1 year of relevant experience. Sgouros is an employee of First Republic Investment Management, Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith, Inc, First Republic Investment Management, Inc, First Republic Securities Company, LLC, Christopher Newport University and Langley High School. Sgouros maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in District Of Columbia. First Republic Investment Management, Inc is a financial advisory firm based out of San Francisco, CA. The investment advisory business has offices in 37 locations and a total of 1,165 advisors. It controls $140 billion in assets under management between its 84,774 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 393 charitable organizations. Of its 84,774 customer accounts, 43% are held by high-net-worth clients who have more than $1 million in assets available to invest. The company provides a diverse assortment of services, including 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 usually depend on which services are provided. However, fees charged by First Republic Investment Management, Inc can include 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
Sotiria Sgouros Work History
Sotiria has been registered as a financial advisor for 1 years.*
First Republic Securities Company, LLC
First Republic Investment Management, Inc
Merrill Lynch, Pierce, Fenner & Smith, Inc
Christopher Newport University
Langley High School
*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 Sotiria Sgouros 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
Boston, MA
Boston, MA
Boston, MA
San Francisco, CA
Wellesley Hills, MA
San Francisco, CA
New York, NY
New York, NY
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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