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 who works in Boston, Massachusetts. Currently a registered financial advisor with First Republic Investment Management, Inc, Antonitis has 12 years of professional experience in the financial advisory industry. Antonitis maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Antonitis can advise customers in California, Connecticut, Florida, Massachusetts, New Hampshire and Texas. During their career, Antonitis has held 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 headquartered in Boston, Massachusetts, and has 20 offices in the country. As a firm, First Republic Investment Management, Inc manages $78 billion in assets dispersed across 51,546 client accounts and retains more than 604 people. The amount of assets the firm manages makes it one of the largest firms in the country. The firm manages 47,664 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 55% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. First Republic Investment Management, Inc offers 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, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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, 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

$78,291,033,820

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

604

MA Average: 43
Total Number of Accounts

51,546

MA Average: 3,727
Average Account Size

$1,518,858

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 13 years of experience.

2017 - Present (3 years)

First Republic Securities Company, LLC

2017 - Present (3 years)

First Republic Investment Management, Inc

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.

Financial Advisors at First Republic Investment Management, Inc

Christopher Smith
San Francisco, CA
Paul Emata
New York, NY
Thomas Moore
New York, NY
Magdalene Rowan
San Francisco, CA
Tim Woodall
Newport Beach, CA
Mark Beach
Palo Alto, CA
David Weitgenant
San Francisco, CA
Steven Stefanak
New York, NY

This content was compiled from the SEC and FINRA.

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