Muqing
Yue

First Republic Investment Management, Inc

CRD#6853859
Investment Advisor
in New York, NY

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About this Advisor

Muqing Yue is a certified financial planner who works in New York, New York who has 1 year of industry experience. Yue is on the advisory team at First Republic Investment Management, Inc. Throughout their career, they have worked at University Of North Carolina - Charlotte, University Of Minnesota - Twin Cities, Integrated Equity Management, First Republic Investment Management, Inc and First Republic Securities Company, LLC. Yue has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. First Republic Investment Management, Inc is an advisory company that has its headquarters in San Francisco, CA. The company has offices in 37 locations and a total of 1,165 financial advisors. It handles $140 billion in total assets among its 84,774 accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 393 charitable organizations. Of its 84,774 client accounts, 43% belong to high-net-worth clients who have more than $1 million in assets available to invest. The business offers a diverse array 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. Fees charged by financial advisors usually vary depending on which service is offered. Fee types billed by First Republic Investment Management, Inc can be comprised of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

Office Location

1230 Avenue Of The Americas
New York, NY 10020

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First Republic Investment Management, Inc Brokerage Details

Total Assets Under Management

$139,511,326,231

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

1,165

NY Average: 43
Total Number of Accounts

84,774

NY Average: 3,727
Average Account Size

$1,645,685

NY Average: $2,033,427

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

Muqing Yue Work History

Muqing has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

First Republic Investment Management, Inc

2022 - Present (2 years)

First Republic Securities Company, LLC

2018 - 2022 (4 years)

Integrated Equity Management

2017 - 2018 (1 year)

Integrated Equity Management

2016 - 2018 (2 years)

University Of Minnesota - Twin Cities

2012 - 2016 (4 years)

University Of North Carolina - Charlotte

*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 Muqing Yue 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

Christina Wolfe
Newport Beach, CA
Christopher Merrifield
Palo Alto, CA
Sean Oliveira
Boston, MA
Seth Bermel
San Francisco, CA
John Garofalo
Los Angeles, CA
Mark Palmer
San Francisco, CA
Leland Mindnich
Wellesley Hills, MA
Ellen Reid
Boston, MA

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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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.

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