Andrew
Phillips

First Republic Investment Management, Inc

CRD#6359047
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Andrew Phillips is a financial advisor in Boston, Massachusetts. Currently an advisor with First Republic Investment Management, Inc, they have gathered 14 years of practice as an investment advisor. Phillips has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Phillips can work with clients based out of Massachusetts. Their career trajectory has included roles at Boston College, Hill Holliday, Argopoint LLC, Fourth Cliff Family Recreation Area, Law Offices Of Phillips And Donahue, St. Sebastian'S School, Putnam Inv./Putnam Retail Management, First Republic Investment Management, Inc and First Republic Securities Company, LLC. First Republic Investment Management, Inc is based out of Boston, Massachusetts, and operates out of 20 other locations in the country. In aggregate, First Republic Investment Management, Inc manages $78 billion in assets across 51,546 accounts and employs more than 604 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the nation. The firm manages 47,664 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 55% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. 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, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 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 Street 7Th Floor
Boston, MA 02110

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Andrew Phillips Work History

Andrew has 15 years of experience.

2018 - Present (2 years)

First Republic Investment Management, Inc

2018 - Present (2 years)

First Republic Securities Company, LLC

2014 - 2018 (4 years)

Putnam Inv./Putnam Retail Management

2013 - 2013 (< 1 year)

Hill Holliday

2012 - 2012 (< 1 year)

Argopoint LLC

2011 - 2011 (< 1 year)

Fourth Cliff Family Recreation Area

2010 - 2014 (4 years)

Boston College

2010 - 2014 (4 years)

Law Offices Of Phillips And Donahue

2005 - 2010 (5 years)

St. Sebastian'S School

Disclosures

Andrew Phillips 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
Grace Tran
San Francisco, CA
Mary Jo Bayard
San Francisco, CA
Rayyan Anees
New York, NY
Patrick Trucco
Jackson, WY
John Williams
San Francisco, CA
Jeanmarie Labonte
San Francisco, CA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started