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Elliot Klein

Farther

San Francisco, CA

Destin, FL

CRD 8166618

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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:

Current Employers
Farther

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-04
  • FL RA
    APPROVED
    Since 2025-11-04

Branch Locations

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

4300 Legendary Dr Unit 226, Destin, FL 32541 • 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
OrganizationCityStateFromTo
Bishop Kelly High School Boise ID 09/2015 06/2016
United States Military Academy West Point NY 06/2016 06/2020
U.S. Army Fort Benning GA 06/2020 12/2021
U.S. Army Fort Carson CO 12/2021 04/2022
U.S. Army Vilnius 04/2022 01/2023
U.S. Army Fort Carson CO 01/2023 01/2024
U.S. Army Fort Benning GA 01/2024 06/2024
U.S. Army Fort Benning GA 06/2024 12/2024
U.S. Army Fort Benning GA 12/2024 09/2025
Farther Destin FL 09/2025 Present
  • 09/2015 → 06/2016
    Bishop Kelly High School
    Boise, ID
  • 06/2016 → 06/2020
    United States Military Academy
    West Point, NY
  • 06/2020 → 12/2021
    U.S. Army
    Fort Benning, GA
  • 12/2021 → 04/2022
    U.S. Army
    Fort Carson, CO
  • 04/2022 → 01/2023
    U.S. Army
    Vilnius
  • 01/2023 → 01/2024
    U.S. Army
    Fort Carson, CO
  • 01/2024 → 06/2024
    U.S. Army
    Fort Benning, GA
  • 06/2024 → 12/2024
    U.S. Army
    Fort Benning, GA
  • 12/2024 → 09/2025
    U.S. Army
    Fort Benning, GA
  • 09/2025 → Present
    Farther
    Destin, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-23
  • S65 Uniform Investment Adviser Law Examination
    2025-10-23

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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