Ryan Scott Mallow

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

• 06/2010 → 06/2023
  Fidelity Investments
  Jacksonville, FL
• 06/2023 → Present
  Farther Finance Advisors
  Jacksonville Beach, FL

Previous Registrations

• 2018-07-13 → 2023-06-05
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2010-08-02 → 2018-07-13
  Strategic Advisers Llc
  Jacksonville, FL
• 2008-10-22 → 2010-06-07
  Equitable Advisors, Llc
  Jacksonville, FL

Other Businesses

Independent Insurance Agent; not investment-related; started 03/2008; approximately 0 hours per month, 0 hours during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-08-26
• S63 Uniform Securities Agent State Law Examination
  1994-01-31

Other Names

• Ryan Mallow