Phillip
Gilbert
First Republic Investment Management, Inc
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About this Advisor
Phillip Gilbert is a certified financial planner based out of Jupiter, Florida with a total of 8 years of relevant experience. Gilbert is an advisor for 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. Gilbert holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Connecticut, Florida and Massachusetts. First Republic Investment Management, Inc is an advisory company that has its headquarters in San Francisco, CA. The company has offices in 37 locations and a total of 1,165 people on staff. It oversees $140 billion in total assets between its 84,774 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 393 charities and foundations. Of its 84,774 customer accounts, 43% are held by high-net-worth clients who have greater than $1 million in investable assets. The company performs a number 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. A financial advisor's fees largely are based on which services the firm provides the client. Fees billed by First Republic Investment Management, Inc can be comprised 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$139,511,326,231
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,165
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
84,774
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$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
Phillip Gilbert Work History
Phillip has been registered as a financial advisor for 8 years.*
First Republic Securities Company, LLC
First Republic Investment Management, Inc
First Republic Investment Management, Inc
First Republic Securities Company, LLC
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 Phillip Gilbert 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
San Francisco, 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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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.
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