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Christopher Jay Veneto

Farther

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About Christopher Jay Veneto

Christopher Veneto is an investment advisor representative with Farther. Christopher has over 20 years of experience in the financial services industry. He is a registered investment advisor in the state of Massachusetts. Christopher holds the Series 7, 65, and 66 licenses. Prior to joining Farther, Christopher was a financial advisor with Northstar Capital Inc., TD Ameritrade, Inc., Firefly Capital, Inc., Salomon Smith Barney Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher specializes in providing financial planning, portfolio management for individuals, pension consulting, and publication of periodicals services. He serves high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.

Firm Information

Christopher Veneto 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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Christopher Veneto’s Registration & Firm History

MA

01/31/2025 - Present

Farther (Quincy MA)

MA

03/31/2005 - 01/12/2007

TD AMERITRADE, INC. (BRAINTREE MA)

MA

10/27/2003 - 10/28/2004

FIREFLY CAPITAL, INC. (BOSTON MA)

NY

02/05/2001 - 11/15/2002

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

12/15/1998 - 02/09/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/07/2006

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/11/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/14/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Christopher Jay Veneto. Review regulatory record here.
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