Stephen Coyle, financial advisor San Francisco CA
90 score

Stephen Coyle

CRD Number: 6297116
Current Firm: First Republic Investment Management, Inc.

Stephen Coyle (CRD# 6297116) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in San Francisco, CA 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. San Francisco, CA Jan 2017 - Current 1
First Republic Securities Company, LLC San Francisco, CA Jan 2017 - Current 1
Bank Of America, N.a. San Francisco, CA Apr 2015 - Jan 2017 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco, CA Jan 2014 - Jan 2017 3
Sportstream San Francisco, CA Sep 2013 - Dec 2013 < 1
Georgetown Univeristy Washington, DC Aug 2012 - Aug 2013 1
Cape Cod Sea Camps Brewster, MA Jun 2012 - Aug 2012 < 1
The Fuqua School Of Business, Duke University Durham, NC Jul 2011 - May 2012 < 1
Duke University Durham, NC Aug 2007 - May 2011 3
All West Lacrosse San Francisco, CA Jul 2010 - Aug 2010 < 1
Cape Cod Sea Camps Brewster, MA Jun 2009 - Aug 2009 < 1
Cape Cod Sea Camps Brewster, MA Jun 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Stephen Coyle
Phone Number: 415-392-1400
Registered State(s):
  • AZ
  • CO
  • CT
  • FL
  • TX
  • MA
  • CA
By the Numbers
  • Total Assets Under Management
    65,378
    MILLIONS
  • Total Number of Accounts
    39,752
    ACCOUNTS
  • Average Account Value
    $1,644,640
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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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