Mario
Battistini

Farther

CRD#6005830
Investment Advisor
in Fort Meyers, FL

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About this Advisor

Mario Battistini is a financial advisor based in Fort Meyers, Florida, working with Farther. Mario has previously held positions at Merrill Lynch, La Fitness, Guitar Center, Jp Morgan, Ale House, and Farther Finance Advisors. Mario has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Mario is part of Farther, which operates out of Fort Meyers, Florida. 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

Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Fort Meyers, FL

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Farther Brokerage Details

Total Assets Under Management

$2,181,821,779

FL Average: $7,578,581,321
Total Number of Employees

154

FL Average: 43
Total Number of Accounts

5,112

FL Average: 3,727
Average Account Size

$426,804

FL Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters

Mario Battistini Work History

2024 - Present (0 year)

Farther Finance Advisors

2022 - 2022 (< 1 year)

Ale House

2021 - 2022 (1 year)

La Fitness

2019 - 2020 (1 year)

Jp Morgan

2014 - 2019 (5 years)

Merrill Lynch

2013 - 2014 (1 year)

Guitar Center

Disclosures

Please visit the SEC profile of Mario Battistini 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

Kyra Gayle Luu
Las Vegas, NV
Nathan Bosek
Sartell, MN
Jonathan Fauver
San Francisco, CA
Christian Pierce
Brooklyn, NY
Jonathon Mason
Cincinnati, OH
Christopher Tarkowski
Mattawan, MI
Roy Satterthwaite
San Francisco, CA
Robert Kelly
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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