Alva
Fuller

Farther

CRD#7414508
Investment Advisor
in New York, NY

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About this Advisor

Alva Fuller is a certified financial planner operating out of New York, New York who has 2 years of relevant experience. Fuller works at Farther. Throughout their career, they have worked at Deloitte Tax Llp and Farther Finance Advisors. Fuller is registered to serve investors in New York and Texas. Farther is a firm operating out of San Francisco, CA. The investment advisory business has offices in 41 locations and a total of 78 advisors. It manages $676 million in total assets between its 3,603 customer accounts, placing it among the larger firms in the nation by assets under management. Of its 3,603 client accounts, just 13% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The firm has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and publication of newsletters. Fees for financial advisory services depend on the services. Fee types billed by Farther typically consist of asset-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

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

Office Location

New York, NY

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Farther Brokerage Details

Total Assets Under Management

$675,735,981

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

78

NY Average: 43
Total Number of Accounts

3,603

NY Average: 3,727
Average Account Size

$187,548

NY 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

Alva Fuller Work History

Alva has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Farther Finance Advisors

2010 - 2021 (11 years)

Deloitte Tax Llp

*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 Alva Fuller 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

Matthew Giller
Wilton, CT
Jonathan Fauver
Reno, NV
Ryan Koenig
San Francisco, CA
Christian Pierce
Brooklyn, NY
Daniel Gilham
Atlantic Beach, FL
Parker O'Sullivan
Moraga, CA
Michael Sylvester
San Francisco, CA
John Paolini
San Francisco, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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