Patrick Erhart, financial advisor Los Angeles CA

Patrick Erhart

CRD Number: 6248836
Current Firm: First Republic Investment Management, Inc.

Patrick Erhart (CRD# 6248836) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Los Angeles, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
First Republic Investment Management, Inc. Los Angeles, CA Aug 2018 - Current 3
First Republic Securities Company, LLC Los Angeles, CA Aug 2018 - Current 3
Mml Investors Services Los Angeles, CA May 2016 - Aug 2018 2
Mass Mutual Life Insurance Company Los Ageles, CA Sep 2013 - Aug 2018 4
Lenox Advisors, Inc. Los Angeles, CA Sep 2013 - Aug 2018 4
Unemployed Los Angeles, CA Apr 2008 - Aug 2013 5
Northwestern Mutual Los Angeles, CA Aug 2012 - Nov 2012 < 1
Arizons State Tempe, AZ Sep 2008 - May 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Patrick L. Erhart
Phone Number: 415-392-1400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    106,485
    MILLIONS
  • Total Number of Accounts
    53,915
    ACCOUNTS
  • Average Account Value
    $1,975,055
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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