Tanya Anderson (CRD# 4438603) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Bellevue, WA and has over 21 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 2538997
Robinswood Financial
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Republic Investment Management, Inc. | Bellevue, WA | Aug 2020 - Current | 2 |
| First Republic Securities Company LLC | Bellevue, WA | Aug 2020 - Current | 2 |
| Merrill Lynch | Bellevue, WA | Feb 1997 - Aug 2020 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2002 |
- WA
-
Total Assets Under Management139,511MILLIONS
-
Total Number of Accounts84,774ACCOUNTS
-
Average Account Value$1,645,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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