Alphonse
Antonitis

First Republic Investment Management, Inc

CRD#1719683
Investment Advisor
in Boston, MA
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About this Advisor

Alphonse Antonitis is a certified financial planner based in Boston, Massachusetts. Currently a registered investment advisor with First Republic Investment Management, Inc, they have gathered 11 years of experience as a registered investment advisor. Antonitis has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Antonitis is able to act as a financial advisor in California, Connecticut, Florida, Massachusetts, Texas, Colorado, Pennsylvania, South Carolina, Georgia and New Hampshire. Their career trajectory has included roles at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, First Republic Securities Company, LLC and First Republic Investment Management, Inc. First Republic Investment Management, Inc is based out of Boston, Massachusetts, and operates out of 17 offices in the country. In aggregate, First Republic Investment Management, Inc oversees $74 billion in assets throughout 42,420 client accounts and employs more than 495 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 40,287 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 11% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. First Republic Investment Management, Inc can offer 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. The firm's fees may include asset-based, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Performance-based Fees, Others

Disclosures

No

Office Location

160 Federal St.
Boston, MA 02110-1700

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First Republic Investment Management, Inc Brokerage Details

Total Assets Under Management

$74,035,901,610

MA Average: $7,578,581,321
Total Number of Employees

495

MA Average: 43
Total Number of Accounts

42,420

MA Average: 3,727
Average Account Size

$1,745,306

MA Average: $2,033,427

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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

Alphonse Antonitis Work History

Alphonse has 11 years of experience.

2017 - Present (2 years)

First Republic Investment Management, Inc

2017 - Present (2 years)

First Republic Securities Company, LLC

2014 - 2017 (3 years)

First Republic Securities Company, LLC

2009 - 2014 (5 years)

Morgan Stanley Smith Barney

2007 - 2014 (7 years)

Morgan Stanley & Co., Inc

Disclosures

Alphonse Antonitis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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