Chelsea
Toledo
First Republic Investment Management, Inc
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About this Advisor
Chelsea Toledo is a financial advisor who works in Jackson, Wyoming who has 2 years of relevant experience. Toledo works at First Republic Investment Management, Inc. During their career, Toledo has held roles at First Republic Securities Company, LLC, First Republic Investment Management, Inc, Sands Whitewater, Local Restaurant & Bar, Four Seasons Hotels And Resorts, Summit Canyon Mountaineering, Colorado Mesa University, Studying, Chaparral High School, Powderhorn Mountain Resort, Roasted Espresso And Subs, Pinery Country Club, The Handle Bar At The Four Seasons and Flip Flop Shop. Toledo maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Wyoming. First Republic Investment Management, Inc is a financial advisory company that has its headquarters in San Francisco, CA. It has offices in 37 locations and a total of 1,165 financial advisors. It handles $140 billion in assets under management across its 84,774 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 393 charitable organizations. Of its 84,774 accounts, 43% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm offers 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 charged by financial advisors largely vary depending on which services the firm provides the client. However, fees charged by First Republic Investment Management, Inc most likely include asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Republic Investment Management, Inc Brokerage Details
$139,511,326,231
1,165
84,774
$1,645,685
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
Chelsea Toledo Work History
Chelsea has been registered as a financial advisor for 2 years.*
First Republic Securities Company, LLC
First Republic Investment Management, Inc
Local Restaurant & Bar
Four Seasons Hotels And Resorts
Sands Whitewater
Roasted Espresso And Subs
The Handle Bar At The Four Seasons
Summit Canyon Mountaineering
Powderhorn Mountain Resort
Pinery Country Club
Colorado Mesa University
Flip Flop Shop
Studying, Chaparral High School
*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 Chelsea Toledo 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
San Francisco, CA
Boston, MA
San Francisco, CA
Los Angeles, CA
New York, NY
San Francisco, CA
Palo Alto, CA
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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