Derek
Mohamed
First Republic Investment Management, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Derek Mohamed is a financial advisor operating in Wellesley Hills, Massachusetts. Mohamed is an advisor for First Republic Investment Management, Inc. Throughout their career, they have worked at Ubs Financial Services, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, First Republic Securities Company, LLC and First Republic Investment Management, Inc. Mohamed has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Massachusetts and Texas. First Republic Investment Management, Inc is a registered investment business that has its headquarters in San Francisco, CA. The company has offices in 37 locations and a total of 1,165 employees. It oversees $140 billion in assets under management among its 84,774 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 393 charities and foundations. Of its 84,774 client accounts, 43% are held by high-net-worth clients who have at least $1 million in assets. First Republic Investment Management, Inc performs a number 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. A financial advisor's fee schedules largely vary depending on the type of services. Fees billed by First Republic Investment Management, Inc likely are comprised of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$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
Derek Mohamed Work History
Derek has been registered as a financial advisor for 0 years.*
First Republic Securities Company, LLC
First Republic Investment Management, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Ubs Financial Services
*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 Derek Mohamed 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
San Francisco, CA
Wellesley Hills, MA
Palo Alto, CA
San Francisco, CA
San Francisco, CA
Los Angeles, CA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
