Gina
Messina
First Republic Investment Management, Inc
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About this Advisor
Gina Messina is a financial advisor working out of Chicago, Illinois with a total of 4 years of relevant experience. Messina works at First Republic Investment Management, Inc. During their career, the advisor has held roles at First Republic Investment Management, Inc, Merrill Lynch, Merrill Lynch, Pierce, Fenner & Smith Inc and First Republic Securities Company, LLC. Messina has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to operate in Illinois and Texas. First Republic Investment Management, Inc is a business that has its headquarters in San Francisco, CA. The company has offices in 37 locations and a total of 1,165 financial advisors. It oversees $140 billion in assets between its 84,774 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 393 charitable organizations. Of its 84,774 client accounts, 43% are associated with high-net-worth individuals who have more than $1 million in assets. First Republic Investment Management, Inc offers a diverse set 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. Financial advisory fees largely depend on which service is offered. Fee types 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
$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
Gina Messina Work History
Gina has been registered as a financial advisor for 4 years.*
First Republic Investment Management, Inc
First Republic Securities Company, LLC
Merrill Lynch
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 Gina Messina 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
New York, NY
New York, NY
Palo Alto, CA
San Francisco, CA
Los Angeles, CA
Wellesley Hills, MA
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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