Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Dominic Farrar is a financial advisor with over 20 years of experience. Charles has a Series 3, 7, 31, 63 and 65. Charles is currently registered with Farrar Wealth Management, LLC in North Palm Beach, FL. Charles has previously been employed by STIFEL, NICOLAUS & COMPANY, INCORPORATED, RYAN BECK & CO., MORGAN STANLEY DW INC., PRUDENTIAL SECURITIES INCORPORATED, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and REICH & CO., INC.. Farrar Wealth Management, LLC provides financial planning and portfolio management services to individuals. The firm has approximately $13,850,774 in assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
01/01/2025 - Present
Farrar Wealth Management, LLC (NORTH PALM BEACH FL)
FL
07/31/2007 - 05/15/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PALM BEACH GARDENS FL)
FL
08/30/2005 - 07/31/2007
RYAN BECK & CO. (PALM BEACH GARDENS FL)
NY
09/10/1999 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
08/20/1996 - 09/20/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/14/1994 - 08/14/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
09/02/1993 - 11/19/1993
REICH & CO., INC.
IA
Issued 03/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/01/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1992
Series 3 - National Commodity Futures Examination
Active
Inactive
Not sure Charles Farrar is the right advisor for you? Invested Better is here to help.
