Noah Fox, financial advisor San Francisco CA
90 score

Noah Fox

CRD Number: 6076438
Current Firm: First Republic Investment Management, Inc.

Noah Fox (CRD# 6076438) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in San Francisco, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
First Republic Securities Company, LLC Los Angeles, CA Jan 2013 - Current 3
Luminous Capital, LLC Century City, CA May 2012 - Dec 2012 < 1
University Of Pennsylvania Philadelphia, PA Aug 2011 - May 2012 < 1
Luminous Capital, LLC Los Angeles, CA May 2011 - Aug 2011 < 1
University Of Pennsylvania Philadelphia, PA Jan 2011 - May 2011 < 1
Rotterdam School Of Management, Eramus University Rotterdam, Aug 2010 - Dec 2010 < 1
University Of Pennsylvania Philadelphia, PA Aug 2009 - May 2010 < 1
Qed Benchmark Philadelphia, PA May 2009 - Aug 2009 < 1
University Of Pennsylvania Philadelphia, PA Aug 2008 - May 2009 < 1
Rdd Las Cruces, NM May 2008 - Aug 2008 < 1
Las Cruces High School Las Cruces, NM Aug 2004 - May 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Noah E. Fox
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
90
Clean Record
This advisor has a clean track record with regulators.

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