Eric
Passin
Farther
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About this Advisor
Eric Passin is a financial advisor who works out of East Hanover, New Jersey. Passin currently works for Farther. Throughout their career, Passin has worked at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Pruco Securities, LLC, Prudential Insurance Company Of America and Farther Finance Advisors. Passin has Series 63 and Series 66 licenses, certifying them as a securities agent, and can work in New Jersey. Farther is a company that has its headquarters in San Francisco, CA. It has offices in 41 locations and a total of 78 people on staff. It administers $676 million in assets under management among its 3,603 accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 3,603 client accounts, just 13% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and publication of newsletters. A financial advisor's fees largely are based on the financial services. Fees billed 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
Eric Passin Work History
Eric has been registered as a financial advisor for 0 years.*
Farther Finance Advisors
Pruco Securities, LLC
Prudential Insurance Company Of America
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
*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 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
Reno, NV
Wilton, CT
San Francisco, CA
Atlantic Beach, FL
San Francisco, CA
San Francisco, CA
East Hanover, NJ
San Francisco, CA
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