Stuart Shaun Choy

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

• 02/2011 → 06/2019
  Puritan Financial Group
  Addison, TX
• 06/2019 → 08/2025
  Tpc Financial Group
  Hercules, CA
• 06/2023 → 08/2025
  Sound Income Strategies
  Fort Lauderdale, FL
• 08/2025 → Present
  Farther
  Hercules, CA

Previous Registrations

• 2023-05-12 → 2025-08-20
  Sound Income Strategies, Llc
  San Jose, CA
  Fort Lauderdale, FL
  Hercules, CA
• 2019-07-08 → 2022-10-27
  Ae Wealth Management, Llc
  Hercules, CA
  Plano, TX
• 2012-11-06 → 2019-06-19
  Peak American Investment Advisors, Inc.
  Moraga, CA
• 2010-04-28 → 2010-09-03
  U.S. Bancorp Advisors, Llc
  Orinda, CA
• 2009-04-07 → 2009-09-14
  Wells Fargo Investments, Llc
  San Francisco, CA
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2009-04-06