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Andrew Evan Karasyk

Farther

San Francisco, CA

Brooklyn, NY

CRD 6534828

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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:

Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-24
  • NY RA
    APPROVED
    Since 2026-03-24

Branch Locations

345 California Street Suite 600, San Francisco, CA 94104 • United States

Brooklyn, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Robinson Humphrey Atlanta GA 06/2015 07/2017
Societe Generale New York NY 08/2017 05/2019
First Republic Bank New York NY 10/2021 05/2023
Unemployed New York NY 05/2019 09/2019
Yext New York NY 09/2019 03/2021
Otis Wealth New York NY 04/2021 07/2021
Cresset Asset Management, Llc Chicago IL 04/2023 05/2024
Symmetry Wealth Advisory Group (Gladstone Wealth Partners) Purchase NY 05/2024 04/2025
Wells Fargo Advisors New York NY 04/2025 03/2026
Farther Brooklyn NY 03/2026 Present
  • 06/2015 → 07/2017
    Suntrust Robinson Humphrey
    Atlanta, GA
  • 08/2017 → 05/2019
    Societe Generale
    New York, NY
  • 10/2021 → 05/2023
    First Republic Bank
    New York, NY
  • 05/2019 → 09/2019
    Unemployed
    New York, NY
  • 09/2019 → 03/2021
    Yext
    New York, NY
  • 04/2021 → 07/2021
    Otis Wealth
    New York, NY
  • 04/2023 → 05/2024
    Chicago, IL
  • 05/2024 → 04/2025
    Symmetry Wealth Advisory Group (Gladstone Wealth Partners)
    Purchase, NY
  • 04/2025 → 03/2026
    Wells Fargo Advisors
    New York, NY
  • 03/2026 → Present
    Brooklyn, NY
Previous Registrations
Other Businesses

Name of other business: UJA NY Fed - Giving Circle; Is business Investment related: No; Address of other business: 130 E. 59th Street New York, NY 10022; Nature of other business: Support NY Jewish community and support those in need. Giving Circle specifically pools donations and find a cause to donate to; Your position: Giving Circle Member / Steering Committee / Young Wall Street; Start date of relationship: This year started in early 2026; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 0 Briefly describe duties: Participant. Name of other business: Jewish National Fund - Finance For Israel; Is business Investment related: No; Address of other business: 42 E 69th St. New York, NY 10021; Nature of other business: Support initiatives in Israel such as R&D, Water Renewal, Supporting People with Disabilities, and many more; Your position: Committee Member; May Happy Hour Co-Chair; Start date of relationship: Late 2025; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 0 Briefly describe duties: Attend events, plan events with like minded Financial/Legal Professionals. Name of other business: Israel Bonds Mentorship Program Participant; Is business Investment related: Yes; Address of other business: Development Corporation for Israel P.O. Box 5263 New York, NY 10150-5263; Nature of other business: Support various initiatives to raise money and awareness for Israel Bonds; Your position: Participant; Start date of relationship: Late 2025; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 0 Briefly describe duties: Receive mentorship from finance industry professionals; attend Israel Bond events. Independent Insurance Agent; not investment-related; started 04/2025; approximately 1 hour per month, 1 hour during securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-27
S63 Uniform Securities Agent State Law Examination 2015-10-14
  • S66 Uniform Combined State Law Examination
    2022-08-27
  • S63 Uniform Securities Agent State Law Examination
    2015-10-14
Designations
  • Certified Financial Planner
Other Names
  • Andrew Evan Karasyk

View on SEC IAPD

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