Matthew David Favreau

Employer firm

New Republic Partners CRD 310907

$3.03B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Charlotte, NC
• 11/2016 → 02/2021
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 02/2021 → Present
  New Republic Capital
  Charlotte, NC
• 02/2021 → Present
  New Republic Bank
  Charlotte, NC

Previous Registrations

• 2005-02-16 → 2021-02-08
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charlotte, NC
• 2003-04-16 → 2004-06-11
  Citigroup Global Markets Inc.
  Atlanta, GA

Other Businesses

TRUSTEE, VIRGINIA G FAVREAU IRREVOCABLE LIFE INSURANCE TRUST, FAMILY TRUST, NEGLIGIBLE TIME INVOLVED, START 10/2006. AMERICAN STORE & LOCK #5; NOT INVESTMENT RELATED; CHARLOTTE, NC; 3% OWNERSHIP; START DATE 11/2/2006; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; PASSIVE OWNER. REGISTERED REP, NEW REPUBLIC SECURITIES, LLC, AS NEEDED TO PERFORM JOB RESPONSIBILITIES WITH NEW REPUBLIC, START DATE 6/2021, INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-08
• S63 Uniform Securities Agent State Law Examination
  2002-11-26