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 a total of 8 years of relevant experience. Emata works at First Republic Investment Management, Inc. Their career trajectory has included roles at First Republic Investment Management, Pnc Wealth Management, First Republic Securities Company, LLC and First Republic Investment Management, Inc. Emata maintains a Series 63 license, designating them as a securities broker, and is registered to serve investors in California, Connecticut, Florida, Massachusetts and New York. First Republic Investment Management, Inc is a registered investment firm headquartered in San Francisco, CA. It has offices in 37 locations and a total of 1,165 advisors. It administers $140 billion in assets across its 84,774 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 393 charitable organizations. Of its 84,774 accounts, 43% are associated with high-net-worth clients who have more than $1 million in investable assets. The company has a broad 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. Financial advisory fees usually depend on the financial services offered. Fee types billed by First Republic Investment Management, Inc can be comprised of any combination of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

8 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

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

$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

Paul Emata Work History

Paul has been registered as a financial advisor for 8 years.*

2017 - Present (7 years)

First Republic Securities Company, LLC

2017 - Present (7 years)

First Republic Investment Management, Inc

2014 - 2017 (3 years)

First Republic Investment Management

2010 - 2014 (4 years)

Pnc Wealth Management

*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 Paul Emata 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

Jeffrey Sherman
Boston, MA
Kevin Macintyre
Boston, MA
William Hartshorne
San Francisco, CA
Seth Bermel
San Francisco, CA
Christina Wolfe
Newport Beach, CA
Mark Palmer
San Francisco, CA
Lewis Mai
New York, NY
Ellen Reid
Boston, 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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