Best Investors Account Sign in
Inactive

Sameer Syed Sarmast

Farther

San Francisco, CA

West Palm Beach, FL

Claim This Profile
Current Employers
Farther

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-09-28
NJ RA APPROVED 2023-03-14
TX RA APPROVED_RES 2023-03-13
  • FL RA
    APPROVED
    Since 2023-09-28
  • NJ RA
    APPROVED
    Since 2023-03-14
  • TX RA
    APPROVED_RES
    Since 2023-03-13

Branch Locations

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

West Palm Beach, FL • 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
Jpmorgan Wealth Management Montclair NJ 09/2011 09/2018
Saturna Capital Paramus NJ 10/2018 02/2023
Farther Finance Advisors West Palm Beach FL 03/2023 Present
  • 09/2011 → 09/2018
    Jpmorgan Wealth Management
    Montclair, NJ
  • 10/2018 → 02/2023
    Saturna Capital
    Paramus, NJ
  • 03/2023 → Present
    Farther Finance Advisors
    West Palm Beach, FL
Previous Registrations
  • 2021-12-24 → 2023-02-16
    Bellingham, WA
    Paramus, NJ
  • 2012-10-01 → 2018-09-20
    Montclair, NJ
    Orange, NJ
    Orange, NJ
    Belleville, NJ
    Fairfield, NJ
    N. Arlington, NJ
    Newark, NJ
    Newark, NJ
    Oradell, NJ
    Jersey City, NJ
    Kearney, NJ
    Jersey City, NJ
    Newark, NJ
  • 2011-11-14 → 2012-10-01
    Chase Investment Services Corp.
    Jersey City, NJ
    Montclair, NJ
Other Businesses

Since 2/1/2010 I have operated Sameer Eats Productions, located at 470 Melton Place Paramus, NJ 07552. Sameer Eats Productions is YouTube Channel where I provide restaurant reviews. I also host food-related events. I devote approximately 20 hours per month, to Sameer Eats Productions, none during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-27
S66 Uniform Combined State Law Examination 2011-11-10
S63 Uniform Securities Agent State Law Examination 2005-09-08
  • S65 Uniform Investment Adviser Law Examination
    2023-09-27
  • S66 Uniform Combined State Law Examination
    2011-11-10
  • S63 Uniform Securities Agent State Law Examination
    2005-09-08
Other Names
  • Sameer Sarmast
  • Syed Sameer Sarmast

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor