Yitzchak NassyCRD Number: 5497589
Current Firm: First Republic Investment Management, Inc.
Yitzchak Nassy (CRD# 5497589) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in San Francisco, CA and has over 7 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|First Republic Securities Company, LLC||Los Angeles, CA||Jun 2013 - Current||4|
|Not Working||Los Angeles, CA||Dec 2012 - May 2013||< 1|
|Bank Of America, N.a.||Beverly Hills, CA||Apr 2012 - Nov 2012||< 1|
|Merrill Lynch||Beverly Hills, CA||Jan 2012 - Nov 2012||< 1|
|Unemployed||Los Angeles, CA||Oct 2011 - Dec 2011||< 1|
|Morgan Stanley Smith Barney||Beverly Hills, CA||Mar 2010 - Sep 2011||1|
|Foremost Ram Kosher Caterers||Moonakie, NJ||Jul 2008 - Feb 2010||1|
|Divison One||Los Angeles, CA||Sep 2009 - Jan 2010||< 1|
|Foremost-ram Caterers||Moonachie, NJ||Oct 2006 - May 2009||2|
|Yeshiva University||New York, NY||Jan 2005 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2010|
Total Assets Under Management65,378MILLIONS
Total Number of Accounts39,752ACCOUNTS
Average Account Value$1,644,640
- 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 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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