Unclaimed Profile

Yale I Kofman

FIRST REPUBLIC SECURITIES COMPANY, LLC·SAN FRANCISCO, California

Series 6, Series 7, Series 24, Series 63, Series 65, Series 66Clean record18 years registeredFIRST REPUBLIC SECURITIES COMPANY, LLC

111 PINE STREET, SAN FRANCISCO, CA 94111CRD# 2297270Firm CRD# 105108

Profile Verification

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

Identity

Yale I Kofman · SAN FRANCISCO, CA

Registration

CRD #2297270 · FIRST REPUBLIC SECURITIES COMPANY, LLC · 18 years registered

Brand Profile

Not yet started

Career History

ELYXIUM WEALTH LLC

May 2024 – present

FIRST REPUBLIC SECURITIES COMPANY, LLC

Mar 2011 – Aug 2013

WELLESLEY, MA

FIRST REPUBLIC WEALTH ADVISORS, LLC

May 2009 – Sep 2010

SAN FRANCISCO, CA

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

May 2008 – Aug 2013

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · May 5, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

FIRST REPUBLIC SECURITIES COMPANY, LLC

CRD 105108 · SEC 801-71759

Employees

Total firm employees

Services offered by FIRST REPUBLIC SECURITIES COMPANY, LLC

Per Form ADV

Other

View all advisors at FIRST REPUBLIC SECURITIES COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does Yale I Kofman offer?

Yale I Kofman specializes in Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.

What are Yale I Kofman's credentials?

Yale I Kofman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Yale I Kofman located?

Yale I Kofman is based in SAN FRANCISCO, California, working with FIRST REPUBLIC SECURITIES COMPANY, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Yale I Kofman charge for services?

Yale I Kofman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST REPUBLIC SECURITIES COMPANY, LLC?

FIRST REPUBLIC SECURITIES COMPANY, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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