Natalie RupCRD Number: 7056759
Current Firm: First Republic Investment Management, Inc.
Natalie Rup (CRD# 7056759) 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.
Financial Life Focus, LLC
Park Avenue Securities LLC
|First Republic Securities Company, LLC||New York, NY||Jan 2022 - Current||< 1|
|First Republic Investment Management, Inc.||New York, NY||Jan 2022 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||Dec 2018 - Jan 2022||3|
|5w Public Relations||New York, NY||Aug 2017 - Dec 2018||1|
|Hunter Public Relations||New York, NY||Aug 2015 - Aug 2017||2|
|M Booth||New York, NY||May 2015 - Aug 2015||< 1|
|University Of Maryland||College Park, MD||Aug 2011 - May 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management136,819MILLIONS
Total Number of Accounts66,919ACCOUNTS
Average Account Value$2,044,540
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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