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Christopher Mark Liuzzi

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.·SAN FRANCISCO, California
SIE, Series 7, Series 27, Series 63, Series 99TOClean recordFIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
111, SAN FRANCISCO, CA 94111-5602CRD# 4047392Firm CRD# 108559

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Mark Liuzzi · SAN FRANCISCO, CA
Registration
CRD #4047392 · FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 27
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
CRD 108559 · SEC 801-56293
AUM
$86.3B
Regulatory assets under management
Employees
690
56,585 client accounts
Services offered by J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at J.P. MORGAN PRIVATE WEALTH ADVISORS LLC →
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Frequently Asked Questions

What services does Christopher Mark Liuzzi offer?
Christopher Mark Liuzzi specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Christopher Mark Liuzzi's credentials?
Christopher Mark Liuzzi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Mark Liuzzi located?
Christopher Mark Liuzzi is based in SAN FRANCISCO, California, working with FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Christopher Mark Liuzzi charge for services?
Christopher Mark Liuzzi's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: portfolio consulting / flat fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.?
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. has approximately 690 employees and manages $86.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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