Best Investors
Account
Sign in
Farther CRD 302050
$16.0B regulatory AUM 450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-06-27 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
8 Wright Street, 1St Floor Suite 121, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lenox Advisors/Mmlis | Stamford | CT | 06/2008 | 08/2022 |
| Integrated Equity Management | Westport | CT | 08/2022 | 02/2023 |
| Stearns Wealth Management | Westport | CT | 02/2023 | Present |
| Farther | Westport | CT | 06/2025 | Present |
Owner, Stearns Wealth Management, LLC; a private entity established to facilitate fixed insurance business; as of 2/01/2023; 30 hrs/month , all during securities trading hours; Conducted at branch; Non-Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-23 |
Reach out to this advisor