Michael Brendan Flatley

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

• 10/2008 → 11/2021
  Deutsche Bank
  New York, NY
• 11/2021 → 12/2024
  Merrill Lynch
  New York, NY
• 03/2025 → Present
  Farther Finance Advisors
  Mt. Pleasant, SC

Previous Registrations

• 2022-01-14 → 2024-12-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  Mount Pleasant, SC
  Mount Pleasant, SC

Other Businesses

Name of other business: Impact Band; Is business Investment related: No; Address of other business: Mount Pleasant, SC; Nature of other business: Accessory Product - Smartwatch Protection; Your position: Co-Founder; Start date of relationship: 2021; Approx. # of hours /month devote to other business: 30; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Business development. Name of other business: Books That Heal; Is business Investment related: No; Address of other business: 57 Sanborn Avenue, Pt. Pleasant Beach, NJ 08742; Nature of other business: Non-Profit; Your position: Founder, President; Start date of relationship: 2014; Approx. # of hours /month devote to other business: 10; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Business development.

Exams

• S66 Uniform Combined State Law Examination
  2022-04-08

Other Names

• Michael Flatley
• Michael Brendan Flatley
• Michael B Flatley