Brokerage Services

At First Republic Securities Company, LLC (Member FINRA/SIPC) we tailor investment solutions for our clients. Because we don't have proprietary mutual fund products, we are able to provide a broad range of brokerage, trading and custody services.
  • Cash Management

    With fixed-income management from First Republic, you get an objective, accessible financial partner who can help you make the decisions that are in your best interest.

  • Concentrated Wealth Strategies

    First Republic Securities Company, LLC (Member FINRA/SIPC) offers hedging transactions, employee stock options, and corporate selling plans (rule 10b5-1 plans) that allow you a variety of options to diversify your concentrated equity holdings.

  • Full Service Brokerage

    First Republic Portfolio Managers can work with you to put together a customized plan with options designed to meet your investment needs.

  • Self-Directed Brokerage Services

    Our online brokerage platform, offered by First Republic Securities Company, is designed to help you manage your assets with ease.


Additional Services
  • Endowment Management

    First Republic’s Endowment Committee has significant experience working with nonprofit organizations. We work together with your team to meet the organization’s investment goals while navigating the regulatory environment unique to nonprofit organizations.

  • Financial Planning

    First Republic can conduct a personal financial review to help you evaluate and determine how much you will need to save to achieve your goals.

  • Foreign Exchange

    At First Republic, our experienced team of foreign exchange professionals helps our clients navigate currency markets.

Features
Special Notice to Non-U.S. Investors: Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.
Brokerage services are provided by First Republic Securities Company, LLC. Member FINRA/SIPC, First Republic Trust Company and First Republic Trust Company of Delaware LLC.

BROKERAGE PRODUCTS AND SERVICES ARE: NOT FDIC-INSURED │NOT BANK GUARANTEED │ MAY LOSE VALUE