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David Michael Darby

Farther

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About David Michael Darby

David Darby is a financial advisor in Jupiter, Florida. David is a registered investment advisor (IA) representative with Farther Finance Advisors, LLC. David has been in the financial services industry for over 25 years. Prior to joining Farther Finance Advisors, LLC, David was with DG Wealth Partners LLC. David is a Chartered Financial Analyst (CFA) and holds the Series 3, 7, 63, and 65 licenses. David specializes in portfolio management for individuals and financial planning.

Firm Information

David Darby 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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David Darby’s Registration & Firm History

FL

01/25/2022 - Present

Farther (Palm Beach Gardens FL)

FL

08/13/1996 - 06/30/2017

GOLDMAN SACHS & CO. LLC (WEST PALM BEACH FL)

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Licenses & Designations

IA

Issued 12/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/1999

Series 3 - National Commodity Futures Examination

BC

Issued 08/12/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Michael Darby.
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