Ka Lai Ma

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

• 06/2021 → 08/2022
  Mml Investor Services
  Melville, NY
• 08/2019 → 12/2020
  Manulife
  Kowloon
• 05/2015 → 05/2019
  Morgan Stanley
  Kowloon
• 02/2021 → 05/2022
  World Financial Group
  New York, NY
• 08/2022 → 10/2025
  Fidelity Investments
  Boston, MA
• 10/2025 → Present
  Farther
  New York, NY

Previous Registrations

• 2025-03-31 → 2025-10-21
  Strategic Advisers Llc
  Brooklyn, NY
  Covington, KY
  Boston, MA
  New York, NY
• 2022-10-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY
• 2022-03-07 → 2022-08-09
  Mml Investors Services, Llc
  Woodbury, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-02-18

Designations

• Certified Financial Planner

Other Names

• Carrie Ma
• Ka Lai Ma
• Kalai Ma