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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-24 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
Brooklyn, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-14 |
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