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Anthony Michael Thomas

Farther

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About Anthony Michael Thomas

Anthony Michael Thomas is an investment advisor representative who works for Farther in San Francisco, CA. Anthony is registered with the state of California as an Investment Advisor Representative. Anthony has been in the industry for 9 years and has experience with individuals, high-net-worth individuals, and pension and profit-sharing plans. Anthony is registered with FINRA and holds the Series 7, SIE, and Series 66 licenses. Anthony's previous experience includes working for Equitable Advisors, LLC in Columbia, MD. Anthony is a dedicated professional with a strong track record of success in the financial services industry.

Firm Information

Anthony Thomas is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Thomas’s Registration & Firm History

CA

05/29/2024 - Present

Farther (SAN FRANCISCO CA)

MD

01/30/2015 - 09/17/2020

EQUITABLE ADVISORS, LLC (COLUMBIA MD)

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Licenses & Designations

IA

Issued 05/18/2024

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/19/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/14/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Michael Thomas.
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