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First Republic Securities Company, LLC - Member FINRA/SIPC

Prime Brokerage Services

Prime Brokerage enables investment advisors and family offices to consolidate their assets with a single custodian and trade through First Republic Securities or other broker-dealers. As appropriate, block trades are allocated to individual client accounts as instructed by the advisor. Benefits include:

  • Integration with trade management systems
  • Availability of omnibus trading
  • "View Only" access for clients
  • Streamlined new account opening procedures
  • Online of trade desk execution
  • Competitive commissions and margin rates
  • Stock-secured loans
  • Comprehensive performance reporting and consolidates statements
  • Full 1099 reporting as Prime Broker/Custodian
  • Electronic feed of client information to portfolio management systems
  • Combined household statements
Unless otherwise disclosed, investments through First Republic Securities Company are:
NOT
FDIC-INSURED
NOT
BANK GUARANTEED
MAY
LOSE VALUE
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.

Member FINRA / SIPC

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