Paul
Emata

First Republic Investment Management, Inc

CRD#1428458
Investment Advisor
in New York, NY
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About this Advisor

Paul Emata is a certified financial planner and chartered financial analyst working out of New York, New York, with 17 years of experience as a financial advisor. Emata is on the advisory team at First Republic Investment Management, Inc. During their career, the advisor has held roles at First Republic Investment Management, Inc, Pnc Advisors, First Republic Investment Management, Pnc Wealth Management and First Republic Securities Company, LLC. Emata holds a Series 63 license, designating them as a securities agent, and is registered to work in California, Massachusetts, Connecticut, Delaware, Florida, Ohio, Pennsylvania, Texas, Virginia, West Virginia and New Jersey. First Republic Investment Management, Inc is an advisory business that has its headquarters in New York, New York. It has offices in 17 locations and a total of 495 advisors. It controls $74 billion in assets under management among its 42,420 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 172 charities and foundations. Of its 42,420 accounts, just 11% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. First Republic Investment Management, Inc provides 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. Fees for financial management largely vary depending on the type of services offered. However, fee types billed by First Republic Investment Management, Inc most likely consist of asset-based, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

17 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, Commissions, 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

$74,035,901,610

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

495

NY Average: 43
Total Number of Accounts

42,420

NY Average: 3,727
Average Account Size

$1,745,306

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

Paul Emata Work History

Paul has 17 years of experience.

2017 - Present (2 years)

First Republic Investment Management, Inc

2017 - Present (2 years)

First Republic Securities Company, LLC

2014 - 2017 (3 years)

First Republic Investment Management

2010 - 2014 (4 years)

Pnc Wealth Management

2001 - 2009 (8 years)

Pnc Advisors

Disclosures

Paul Emata has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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