Robert William Casale

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

• 05/2015 → 04/2019
  Jp Morgan Securities Llc
  River Edge, NJ
• 04/2019 → 01/2020
  Nylife Securities Llc
  New York, NY
• 07/2019 → 01/2020
  Eagle Strategies Llc
  New York, NY
• 08/2020 → 01/2021
  Personal Capital Advisors
  Lincoln Park, NJ
• 01/2020 → 08/2020
  Unemployed
  Lincoln Park, NJ
• 08/2021 → Present
  Farther Finance Advisors, Llc
  Lincoln Park, NJ
• 01/2021 → 08/2021
  Unemployed
  Lincoln Park, NJ

Previous Registrations

• 2020-09-01 → 2021-01-11
  Personal Capital Advisors Corporation
  Greenwood Village, CO
  Lincoln Park, NJ
• 2019-07-10 → 2020-01-02
  Eagle Strategies Llc
  New York, NY
• 2015-05-21 → 2019-04-12
  J.P. Morgan Securities Llc
  New Milford, NJ
  River Edge, NJ
  Paramus, NJ
  Maywood, NJ
  Ridgewood, NJ
  Maywood, NJ
• 2012-01-03 → 2015-03-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oakland, NJ
  Paramus, NJ

Other Businesses

RENTAL PROPERTY; NOT INVESTMENT-RELATED; 650 RICHMOND CT, RAMSEY, NJ 07446; LANDLORD; STARTED 07/2018; APPROXIMATELY 2 HOURS PER MONTH, NONE DURING SECURITIES TRADING HOURS; PROPERTY MANAGEMENT.

Exams

• S66 Uniform Combined State Law Examination
  2011-12-29

Other Names

• Robert W Casale