David Ralph Arizini

Current Employers

Employment History

• 09/2015 → 04/2017
  First Republic Investment Management
  Menlo Park, CA
• 09/2015 → 04/2017
  First Republic Securities Company, Llc
  Menlo Park, CA
• 04/2017 → 04/2023
  First Republic Securities Company, Llc
  San Francisco, CA
• 04/2017 → 04/2023
  First Republic Investment Management, Inc.
  San Francisco, CA
• 04/2023 → Present
  Cresset Asset Management, Llc
  Menlo Park, CA

Previous Registrations

• 2015-09-30 → 2023-05-17
  J.P. Morgan Private Wealth Advisors Llc
  Menlo Park, CA
  San Francisco, CA
  Menlo Park, CA
• 2008-03-12 → 2015-09-30
  Constellation Wealth Advisors Llc
  New York, NY
  New York, NY
  Menlo Park, CA
• 2000-08-01 → 2008-03-17
  Citigroup Global Markets Inc.
  Menlo Park, CA
  Menlo Park, CA

Other Businesses

(1) Acts as a Trustee Investment-Related: Yes No compensation is received (2) Name: 11721 Hidden Valley, LLC Address: Menlo Park, CA 94025 Investment-related: No Nature of the Business: LLC formed to acquire a second home which has an active vineyard. Role: Managing Partner Description of Duties: duties related to Managing Partner Start Date: April, 2017 Number of hours each month: 5 hours Number of hours during trading: None (3) Name: Swirlinghawk LLC Address: Menlo Park, CA 94025 Investment-related: No Nature of the business: Wine Role: TTEE Start Date: 5/25/18 Description of duties: various Number of hours each month: ~30-40 Number of hours during trading: 0 (4) Name: Cherokee LLC Address: Menlo Park, CA 94025 Investment-related: yes Nature of the business: rental property Role: TTEE Start Date: 2/27/18 Description of duties: landlord Number of hours each month: 1 Number of hours during trading: 0 (5) Name: McAz LLC Address: Menlo Park CA 94025 Investment-related: Yes Nature of the business: Rental Properties Role: President Start Date: 03/31/2022 Description of duties: Manage rental properties Number of hours each month: 0 Number of hours during trading: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-03-22
• S63 Uniform Securities Agent State Law Examination
  1994-08-04

Other Names

• David R Arizini