Harry Guilfoyle, financial advisor Palo Alto CA
90 score

Harry Guilfoyle

CRD Number: 6213655
Current Firm: First Republic Investment Management, Inc.

Harry Guilfoyle (CRD# 6213655) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Palo Alto, CA and has over 4 years of experience in the finance industry.

Similar Advisors
Jennifer Davis, financial advisor Palo Alto CA
Jennifer A. Davis
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
Similar Advisors
Shijun Liu, financial advisor Palo Alto CA
Shijun Liu
CRD# 5793035
Parker Investment Management, LLC
Score
107
Similar Advisors
Bill Martin, financial advisor Palo Alto CA
Bill Martin
CRD# 1568084
Three Bell Capital LLC
Score
107
Company Name Location Dates Years
First Republic Investment Management Portola Valley, CA May 2013 - Current 4
Duke University Durham, NC Aug 2009 - May 2013 3
Bessemer Trust New York City, NY Jun 2012 - Aug 2012 < 1
Luminous Capital Menlo Park, CA Jun 2011 - Aug 2011 < 1
Branson School Ross, CA Jul 2005 - Sep 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Harry T. Guilfoyle
Phone Number: 415-392-1400
Registered State(s):
  • CA
  • WA
  • TX
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

Ready to hire a financial advisor? Get competitive proposals from Harry Guilfoyle and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.