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Robert William Casale

Farther

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About Robert William Casale

Robert Casale is a financial advisor with Farther, located in San Francisco, CA. Robert has been in the financial industry for over 10 years and specializes in providing financial planning, portfolio management, and pension consulting services to individuals and families. Robert holds Series 7 and 66 licenses. Robert previously worked at NYLIFE Securities LLC and J.P. Morgan Securities LLC. Robert's experience and knowledge can help you achieve your financial goals.

Firm Information

Robert Casale 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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Robert Casale’s Registration & Firm History

CA

09/20/2021 - Present

Farther (SAN FRANCISCO CA)

NY

05/15/2019 - 01/02/2020

NYLIFE SECURITIES LLC (NEW YORK NY)

NJ

05/21/2015 - 04/12/2019

J.P. MORGAN SECURITIES LLC (PARAMUS NJ)

NJ

12/08/2011 - 03/26/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)

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Licenses & Designations

BOTH

Issued 12/29/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert William Casale.
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