Robert Casale (CRD# 5726672) is an Investment Advisor Representative working at Farther in San Francisco, CA and has over 12 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Farther Finance Advisors, LLC | Lincoln Park, NJ | Aug 2021 - Current | 2 |
Unemployed | Lincoln Park, NJ | Jan 2021 - Aug 2021 | < 1 |
Personal Capital Advisors | Lincoln Park, NJ | Aug 2020 - Jan 2021 | < 1 |
Unemployed | Lincoln Park, NJ | Jan 2020 - Aug 2020 | < 1 |
Eagle Strategies LLC | New York, NY | Jul 2019 - Jan 2020 | < 1 |
Nylife Securities LLC | New York, NY | Apr 2019 - Jan 2020 | < 1 |
Jp Morgan Securities LLC | River Edge, NJ | May 2015 - Apr 2019 | 3 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paramus, NJ | Oct 2011 - Mar 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- NJ
-
Total Assets Under Management2,182MILLIONS
-
Total Number of Accounts5,112ACCOUNTS
-
Average Account Value$426,804
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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