Courtney
Stevens

First Republic Investment Management, Inc

CRD#2844727
Investment Advisor
in New York, NY

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About this Advisor

Courtney Stevens is a financial advisor operating in New York, New York who has 1 year of relevant experience. Stevens is an employee of First Republic Investment Management, Inc. Over the course of their career, they have held roles at Liquidpoint, LLC, J.P. Morgan Securities LLC, First Republic Securities Company, LLC and First Republic Investment Management, Inc. Stevens has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to work in New York. First Republic Investment Management, Inc is a company operating out of San Francisco, CA. It has offices in 37 locations and a total of 1,165 advisors. It handles $140 billion in assets between its 84,774 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 393 charities and foundations. Of its 84,774 customer accounts, 43% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company has a diverse assortment 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. Fees charged by financial advisors typically vary depending on which services are offered. However, fees billed by First Republic Investment Management, Inc can consist of any combination of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 66

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

Courtney Stevens Work History

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

2022 - Present (2 years)

First Republic Securities Company, LLC

2022 - Present (2 years)

First Republic Investment Management, Inc

2015 - 2022 (7 years)

J.P. Morgan Securities LLC

2012 - 2014 (2 years)

Liquidpoint, 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 Courtney Stevens 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

Sean Oliveira
Boston, MA
Alec Feinstein
Los Angeles, CA
Lewis Mai
New York, NY
Mark Beatini
New York, NY
John Garofalo
Los Angeles, CA
Mark Palmer
San Francisco, CA
Tracey Graziosa
New York, NY
Leland Mindnich
Wellesley Hills, 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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