Justin
Makso

First Republic Investment Management, Inc

CRD#5808782
Investment Advisor
in Boston, MA
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About this Advisor

Justin Makso is a certified financial planner operating in Boston, Massachusetts, who has 11 years in the industry. Makso is an advisor for First Republic Investment Management, Inc. Over the course of their career, they have held roles at Sagemark, Marine Max, Inc, Richard J. Fuller, Cpa, Pa, Lincoln Financial Advisors, First Republic Investment Management, Inc and First Republic Securities Company, LLC. Makso has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Massachusetts. First Republic Investment Management, Inc is a financial advisory firm that has its headquarters in Boston, Massachusetts. It has offices in 17 locations and a total of 495 advisors. It controls $74 billion in assets across its 42,420 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 172 charities and foundations. Of its 42,420 accounts, just 11% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a broad assortment 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. A financial advisor's fees are based on which services are offered. However, fee types charged by First Republic Investment Management, Inc most likely include any blend of asset-based, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 66, 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 Street
Boston, MA 02110

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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

Justin Makso Work History

Justin has 11 years of experience.

2016 - Present (3 years)

First Republic Investment Management, Inc

2016 - Present (3 years)

First Republic Securities Company, LLC

2010 - 2016 (6 years)

Sagemark

2010 - 2016 (6 years)

Lincoln Financial Advisors

2009 - 2010 (1 years)

Marine Max, Inc

2007 - 2010 (3 years)

Richard J. Fuller, Cpa, Pa

Disclosures

Justin Makso has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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