Eric
Passin
Farther
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About this Advisor
Eric Passin is a financial advisor based in San Francisco, California, working with Farther. Eric has previously held positions at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Pruco Securities, LLC, Prudential Insurance Company Of America, and Farther Finance Advisors. Eric has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, Eric is part of Farther, which operates out of San Francisco, California. The firm has 25 offices and 154 employees. The firm manages assets totaling $2.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and publication of newsletters. The fee structure at Farther includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Farther Brokerage Details
$2,181,821,779
154
5,112
$426,804
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Eric Passin Work History
Farther Finance Advisors
Pruco Securities, LLC
Prudential Insurance Company Of America
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Disclosures
Please visit the SEC profile of Eric Passin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Farther
Las Vegas, NV
Cincinnati, OH
Brooklyn, NY
San Francisco, CA
San Francisco, CA
Framingham, MA
San Rafael, CA
San Francisco, CA
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