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Mario Battistini

Farther

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About Mario Battistini

Mario Battistini is a registered investment advisor representative with Farther. Mario has been in the industry for over 10 years. Mario's previous employers include J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mario has a Series 7, Series 56, and Series 66 licenses. Mario is a Chartered Financial Analyst.

Firm Information

Mario Battistini 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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Mario Battistini’s Registration & Firm History

FL

04/17/2024 - Present

Farther (Fort Meyers FL)

FL

06/17/2019 - 09/28/2020

J.P. MORGAN SECURITIES LLC (ESTERO FL)

FL

06/08/2017 - 06/03/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT MYERS FL)

FL

10/27/2014 - 02/21/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

NY

01/31/2012 - 06/29/2012

WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/23/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2014

Series 7 - General Securities Representative Examination

BC

Issued 01/30/2012

Series 56 - Proprietary Trader Qualification Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mario Battistini.
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