Nicholas Paul Pantle

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 06/2013 → 08/2017
  Ubs Financial
  Weehawken, NJ
• 08/2017 → 12/2020
  Commonwealth Financial Network
  Marlton, NJ
• 01/2021 → 06/2025
  Purshe Kaplan Sterling Investments, Inc.
  Marlton, NJ
• 08/2017 → 11/2025
  Masso Torrence Wealth Management Inc
  Marlton, NJ
• 09/2025 → Present
  Farther
  Marlton, NJ

Previous Registrations

• 2021-01-19 → 2025-11-17
  Masso Torrence Wealth Management Inc.
  Marlton, NJ
• 2017-08-28 → 2020-12-31
  Commonwealth Financial Network
  Marlton, NJ
• 2014-04-21 → 2017-08-25
  Ubs Financial Services Inc.
  Mt. Laurel, NJ
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2014-04-18

Designations

• Certified Financial Planner