Andrew Curto, financial advisor San Francisco CA
88 score

Andrew Curto

CRD Number: 5994820
Current Firm: First Republic Investment Management, Inc.

Andrew Curto (CRD# 5994820) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in San Francisco, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
First Republic Securities Company, LLC San Francisco, CA Feb 2013 - Current 3
Not Working San Francisco, CA Jul 2012 - Jan 2013 < 1
Barclays Capital New York, NY Oct 2011 - Jun 2012 < 1
American President Lines Union, NJ Jan 2011 - Oct 2011 < 1
American President Lines Scottsdale, AZ Oct 2009 - Jan 2011 1
Arizona State University Tempe, AZ Aug 2004 - Aug 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Andrew E. Curto
Phone Number: 415-392-1400
Firm Website: http://www.cwallc.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    47,211
    MILLIONS
  • Total Number of Accounts
    31,062
    ACCOUNTS
  • Average Account Value
    $1,519,892
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
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, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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