Richard
Scarpelli

First Republic Investment Management, Inc

CRD#3023748
Investment Advisor
in New York, NY
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About this Advisor

Richard Scarpelli is a chartered financial consultant working in New York, New York, with 16 years of professional experience. Scarpelli is an advisor for First Republic Investment Management, Inc. Over the course of their career, they have held roles at Ubs Financial Services Inc, First Republic Securities Company, LLC and First Republic Investment Management, Inc. Scarpelli holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in California and New Jersey. First Republic Investment Management, Inc is a business based in New York, New York. The firm has offices in 17 locations and a total of 495 people on staff. It handles $74 billion in total assets between its 42,420 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 172 charitable organizations. Of its 42,420 client accounts, just 11% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm provides a diverse range 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. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. Fees charged by First Republic Investment Management, Inc most likely include any combination of asset-based, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

16 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 Avenue Of The Americas 2Nd 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

Richard Scarpelli Work History

Richard has 16 years of experience.

2017 - Present (2 years)

First Republic Securities Company, LLC

2017 - Present (2 years)

First Republic Investment Management, Inc

2002 - 2017 (15 years)

Ubs Financial Services Inc

Disclosures

Richard Scarpelli has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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