Kevin
Macintyre
First Republic Investment Management, Inc
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About this Advisor
Kevin Macintyre is a financial advisor working in Boston, Massachusetts with 2 years of relevant experience. Macintyre currently works for First Republic Investment Management, Inc. Throughout their career, Macintyre has worked at First Republic Securities Company, LLC, First Republic Investment Management, Inc, Jpmorgan Chase Na and J.P. Morgan Securities LLC. Macintyre has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Massachusetts. First Republic Investment Management, Inc is a registered investment business headquartered in San Francisco, CA. It has offices in 37 locations and a total of 1,165 people on staff. It controls $140 billion in total assets across its 84,774 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 393 charities and foundations. Of its 84,774 client accounts, 43% are associated with high-net-worth investors who have more than $1 million in investable assets. The business offers 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. Financial advisory fee schedules are based on the financial services. Fees billed by First Republic Investment Management, Inc likely consist of any combination of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Kevin Macintyre Work History
Kevin has been registered as a financial advisor for 2 years.*
First Republic Securities Company, LLC
First Republic Investment Management, Inc
Jpmorgan Chase Na
J.P. Morgan Securities LLC
*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 Kevin Macintyre 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
New York, NY
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.
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