Matthew
Giller
Farther
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About this Advisor
Matthew Giller is a financial advisor working in Wilton, Connecticut. Giller works at Farther. Over the course of their career, they have held roles at Pine Lane Capital Advisors, Seedchange, Elevation, Northwestern Mutual Wealth Management Company, Mml Investors Services, LLC, Farther Finance Advisors, Mass Mutual Life Insurance Company, Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. Giller maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Connecticut. Farther is an advisory business that has its headquarters in San Francisco, CA. The company has offices in 41 locations and a total of 78 people on staff. It manages $676 million in assets under management among its 3,603 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 3,603 client accounts, just 13% are associated with high-net-worth investors who have at least $1 million in assets. The firm performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and publication of newsletters. Financial advisory fee schedules vary depending on the services. However, fees charged by Farther typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Farther Brokerage Details
$675,735,981
78
3,603
$187,548
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Matthew Giller Work History
Matthew has been registered as a financial advisor for 0 years.*
Farther Finance Advisors
Mml Investors Services, LLC
Mass Mutual Life Insurance Company
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Pine Lane Capital Advisors
Seedchange
Elevation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Giller 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
Wilton, CT
Reno, NV
San Francisco, CA
San Francisco, CA
Brooklyn, NY
Moraga, CA
San Francisco, CA
Atlantic Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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