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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-23 |
| TX | RA | APPROVED | 2025-06-23 |
Branch Locations
Stony Brook, NY • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Smithtown | NY | 02/2016 | 08/2019 |
| Bank Of America | Northport | NY | 04/2016 | 08/2019 |
| Ameriprise Financial Services, Llc | Hauppauge | NY | 08/2019 | 06/2025 |
| Farther | Stony Brook | NY | 06/2025 | Present |
Outside Employment; Certainty of the Uncertainty, LLC; Employee of legal entity ; Compensation Received from an advisor owned entity established to manage the business ; 1174 Veterans memorial hwy, , Hauppauge, NY, 11788; Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-12 |
Reach out to this advisor