Robert
Casale
Farther
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About this Advisor
Robert Casale is a financial advisor based in San Francisco, California, working with Farther. Robert has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Nylife Securities LLC, Eagle Strategies LLC, Personal Capital Advisors, Farther Finance Advisors, LLC, and Jp Morgan Securities LLC. Robert has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Robert 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
Robert Casale Work History
Farther Finance Advisors, LLC
Personal Capital Advisors
Nylife Securities LLC
Eagle Strategies LLC
Jp Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Robert Casale 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
San Francisco, CA
San Rafael, CA
San Francisco, CA
San Francisco, CA
Cincinnati, OH
Brooklyn, NY
San Francisco, CA
Las Vegas, NV
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