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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 | 2022-02-12 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
Woodmere, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Pga Tour | Bethpage | NY | 08/2016 | 09/2016 |
| Reishit Jerusalem | Bet Shemesh | 10/2016 | 06/2017 | |
| Camp Hasc | Liberty | NY | 07/2017 | 09/2017 |
| Camp Hasc | Liberty | NY | 07/2018 | 09/2018 |
| Bank Of America | Brooklyn | NY | 06/2019 | 08/2019 |
| Yeshiva University | New York City | NY | 08/2017 | 05/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brooklyn | NY | 06/2020 | 01/2022 |
| Bank Of America, N.A. | Brooklyn | NY | 08/2020 | 01/2022 |
| Farther Finance Advisors | New York | NY | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-26 |
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