Unclaimed Profile

David Charles Tateosian

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.·SAN FRANCISCO, California

SIE, Series 3, Series 4, Series 6, Series 7, Series 8, Series 9, Series 10, Series 24, Series 55, Series 57TO, Series 63Clean record21 years registeredFIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

111, SAN FRANCISCO, CA 94111-5602CRD# 1605404Firm CRD# 108559

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Charles Tateosian · SAN FRANCISCO, CA

Registration

CRD #1605404 · FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. · 21 years registered

Brand Profile

Not yet started

Career History

SANDRO WEALTH MANAGEMENT LLC

Jan 2026 – present

SANDRO WEALTH MANAGEMENT LLC

Oct 2025 – Dec 2025

SAN MATEO, CA

J.P. MORGAN SECURITIES LLC

May 2024 – Jul 2024

San Francisco, CA

FIRST REPUBLIC SECURITIES COMPANY, LLC

Mar 2011 – Oct 2014

San Francisco, CA

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

Jul 2010 – Jul 2024

San Francisco, CA

FIRST REPUBLIC WEALTH ADVISORS, LLC

Aug 2004 – Sep 2010

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 6

Series 7

Series 8

Series 9

Series 10

Series 24

Series 55

Series 57TO

Series 63

Registration record

First registered · August 19, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

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

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 →

Introduction

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Frequently Asked Questions

What services does David Charles Tateosian offer?

David Charles Tateosian specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are David Charles Tateosian's credentials?

David Charles Tateosian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Charles Tateosian located?

David Charles Tateosian 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 David Charles Tateosian charge for services?

David Charles Tateosian'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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