Yitzchak Nassy, financial advisor San Francisco CA
93 score

Yitzchak Nassy

CRD 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 6 years of experience in the finance industry.

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Company Name Location Dates Years
First Republic Securities Company, LLC Los Angeles, CA Jun 2013 - Current 3
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
Contact Info for Yitzchak Nassy
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
93
Clean Record
This advisor has a clean track record with regulators.

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