Michael
Keating

First Republic Investment Management, Inc

CRD#2864079
Investment Advisor
in New York, NY
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About this Advisor

Michael Keating is a certified financial planner based in New York, New York, who has been in the advisory business for 11 years. Keating currently works for First Republic Investment Management, Inc. Over the course of their career, Keating has held roles at Coffey Pugliese, Inc and Lek Securities Corp. Keating maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California, New Jersey, Connecticut, Florida, Missouri and Massachusetts. First Republic Investment Management, Inc is a financial advisory company that has its headquarters in New York, New York. It has offices in 17 locations and a total of 495 financial advisors. It handles $74 billion in assets under management between its 42,420 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 172 charities and foundations. Of its 42,420 client accounts, just 11% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company provides a number 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. Financial advisory fee schedules typically are based on the type of financial services. However, fee types billed by First Republic Investment Management, Inc can include asset-based, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 65, Series 63, 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, Performance-based Fees, Others

Disclosures

No

Office Location

1230 Ave Of The Americas 3Rd Floor
New York, NY 10020

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First Republic Investment Management, Inc Brokerage Details

Total Assets Under Management

$78,291,033,820

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

604

NY Average: 43
Total Number of Accounts

51,546

NY Average: 3,727
Average Account Size

$1,518,858

NY 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

Michael Keating Work History

Michael has 11 years of experience.

2007 - Present (12 years)

Coffey Pugliese, Inc

2007 - Present (12 years)

Lek Securities Corp

Disclosures

Michael Keating has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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