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Inactive

Hunter Shaughnessy

Farther

San Francisco, CA

Boston, MA

CRD 8210131

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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:

Current Employers
Farther

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-01-23
TX RA APPROVED 2026-01-15
  • MA RA
    APPROVED
    Since 2026-01-23
  • TX RA
    APPROVED
    Since 2026-01-15

Branch Locations

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

Boston, MA • 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
Idylwilde Farms Action MA 12/2016 12/2017
Acton-Boxborough Regional High School Action MA 01/2016 06/2018
Bueno Y Sano Acton Action MA 06/2018 08/2018
Gb Development Littleton MA 05/2019 08/2019
Mmasters Corporation Pittsburgh PA 07/2020 09/2020
Boardwalk Properties Boston MA 12/2020 01/2021
Austin Shaughnessy Practice At Mcadam Financial Boston MA 05/2021 07/2021
University Of Pittsburgh Pittsburgh PA 08/2018 04/2022
Sap America Burlington MA 05/2022 12/2025
Farther Boston MA 01/2026 Present
  • 12/2016 → 12/2017
    Idylwilde Farms
    Action, MA
  • 01/2016 → 06/2018
    Acton-Boxborough Regional High School
    Action, MA
  • 06/2018 → 08/2018
    Bueno Y Sano Acton
    Action, MA
  • 05/2019 → 08/2019
    Gb Development
    Littleton, MA
  • 07/2020 → 09/2020
    Mmasters Corporation
    Pittsburgh, PA
  • 12/2020 → 01/2021
    Boardwalk Properties
    Boston, MA
  • 05/2021 → 07/2021
    Austin Shaughnessy Practice At Mcadam Financial
    Boston, MA
  • 08/2018 → 04/2022
    University Of Pittsburgh
    Pittsburgh, PA
  • 05/2022 → 12/2025
    Sap America
    Burlington, MA
  • 01/2026 → Present
    Farther
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-05
  • S65 Uniform Investment Adviser Law Examination
    2026-01-05

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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