First Republic Investment Management, Inc
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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
Years of Experience
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First Republic Investment Management, Inc Brokerage Details
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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.
Coffey Pugliese, Inc
Lek Securities Corp
Michael Keating has no disclosures.
Please visit their SEC profile for more details.