William
Benjamin
First Republic Investment Management, Inc
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About this Advisor
William Benjamin is a financial advisor working in Palm Beach, Florida, with 4 years of relevant experience. Benjamin is an advisor for First Republic Investment Management, Inc. Their career trajectory has included roles at Lake Street Capital Markets, Community Foundation For Palm Beach And Martin Counties, Fidelity Brokerage Services LLC, First Republic Bank, First Republic Securities Company and Craig-Hallum Capital Group LLC. Benjamin has Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to advise clients in Florida. First Republic Investment Management, Inc is a registered investment firm operating out of San Francisco, CA. The company has offices in 37 locations and a total of 1,165 financial advisors. It has $140 billion in total assets between its 84,774 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 393 charitable organizations. Of its 84,774 client accounts, 43% are associated with high-net-worth investors who have greater than $1 million in investable assets. First Republic Investment Management, Inc offers a wide assortment 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 management fees typically vary depending on the type of financial services offered. However, fees charged by First Republic Investment Management, Inc can consist of some blend 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
William Benjamin Work History
William has been registered as a financial advisor for 4 years.*
First Republic Bank
First Republic Securities Company
Community Foundation For Palm Beach And Martin Counties
Fidelity Brokerage Services LLC
Lake Street Capital Markets
Craig-Hallum Capital Group 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 William Benjamin 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
Greenwich, CT
Boston, MA
Boston, MA
Los Angeles, CA
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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