Inactive

Bryan C Dalessandro

San Francisco, CA

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Current Employers

Farther

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-05-16
TX	RA	APPROVED	2021-05-11

NY RA
APPROVED

Since 2021-05-16
TX RA
APPROVED

Since 2021-05-11

Branch Locations

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

4 World Trade Center, 29Th Floor Suite 2937, New York, NY 10007 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	04/2011	11/2016
Bank Of America, N.A.	New York	NY	08/2011	11/2016
Sole Proprietor	Staten Island	NY	12/2016	07/2017
Ubs Financial Services Inc.	Weehawken	NJ	08/2017	05/2019
Farther Finance Advisors, Llc	New York	NY	07/2020	Present
Not Licensed	Staten Island	NY	06/2019	06/2020

04/2011 → 11/2016

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
08/2011 → 11/2016

Bank Of America, N.A.

New York, NY
12/2016 → 07/2017

Sole Proprietor

Staten Island, NY
08/2017 → 05/2019

Ubs Financial Services Inc.

Weehawken, NJ
07/2020 → Present

Farther Finance Advisors, Llc

New York, NY
06/2019 → 06/2020

Not Licensed

Staten Island, NY

Previous Registrations

2017-09-18 → 2019-05-27

Ubs Financial Services Inc.

Weehawken, NJ
2011-05-27 → 2016-11-16

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

New York, NY

New York, NY

New York, NY

New York, NY

New York, NY
2009-10-27 → 2010-12-01

Chase Investment Services Corp.

Staten Island, NY

Staten Island, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-02-25

S66 Uniform Combined State Law Examination

2008-02-25

Other Names

Bryan C Dalessandro
Bryan C Dalessandro
Bryan Charles Dalessandro
Bryan C D'ALessandro

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC

DIVISAR CAPITAL MANAGEMENT, LLC

CHARLES SCHWAB & CO., INC.

1SHARPE CAPITAL LLC

RBC SECURITIES, INC

STRATEGIC ADVISERS LLC

VALEAS CAPITAL PARTNERS

ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL

JOHN HUGH MCDEVITT

JOSEPH WADE PITTS

MARK ALLAN ANDERSON

RALPH MELVILLE DRYBROUGH

PAUL ROBERT TOUCHSTONE

Jacob David Mahoney

ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA

DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA

CHARLES SCHWAB & CO., INC. · San Francisco, CA

1SHARPE CAPITAL LLC · SAN FRANCISCO, CA

RBC SECURITIES, INC · SAN FRANCISCO, CA

STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA

VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA

ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

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