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Ryan Scott Mallow

Farther

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About Ryan Scott Mallow

Ryan Mallow is a financial advisor with Farther. Ryan has been in the industry since 1994 and has experience with various financial products and services. Ryan holds licenses in Florida and California. Ryan specializes in providing financial planning, portfolio management for individuals and pension consulting services. Ryan has been associated with Farther since 2023. Previously, Ryan worked at Fidelity Brokerage Services LLC and AXA Advisors, LLC.

Firm Information

Ryan Mallow 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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Ryan Mallow’s Registration & Firm History

CA

06/12/2023 - Present

Farther (SAN FRANCISCO CA)

FL

06/28/2010 - 06/02/2023

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

FL

07/16/2008 - 06/07/2010

AXA ADVISORS, LLC (JACKSONVILLE FL)

NY

02/10/1994 - 06/28/1995

STRATTON OAKMONT INC. (LAKE SUCCESS NY)

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Licenses & Designations

BOTH

Issued 08/26/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/31/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2008

Series 7 - General Securities Representative Examination

BC

Issued 02/05/1997

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Ryan Scott Mallow. Review regulatory record here.
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