Gavin Abrams, financial advisor New York NY

Gavin Abrams

CRD Number: 6659847
Current Firm: First Republic Investment Management, Inc.

Gavin Abrams (CRD# 6659847) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in New York, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
First Republic Investment Management, Inc. New York, NY Mar 2019 - Current 2
First Republic Securities Company, LLC New York, NY Mar 2019 - Current 2
Unemployed New York, NY Sep 2018 - Mar 2019 < 1
Bank Of America, N.a. New York, NY May 2018 - Sep 2018 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Nov 2017 - Sep 2018 < 1
Unemployed Chappaqua, NY May 2017 - Nov 2017 < 1
Bucknell University Lewisburg, PA Aug 2016 - May 2017 < 1
Northwestern Mutual Stamford, CT May 2016 - Aug 2016 < 1
Bucknell University Lewisburg, PA Aug 2013 - May 2016 2
Digitech Computer Inc. Pleasantville, NY Jun 2015 - Aug 2015 < 1
Mohawk Day Camp White Plains, NY Jun 2014 - Aug 2014 < 1
Chappaqua Central School District Chappaqua, NY Aug 2007 - Aug 2013 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2018
Contact Info for Gavin S. Abrams
Phone Number: 415-392-1400
Registered State(s):
  • CT
  • NY
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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