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Sameer Syed Sarmast

Farther

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About Sameer Syed Sarmast

Sameer Syed Sarmast is an investment advisor representative associated with Farther Finance Advisors. Sameer has been in the industry since 2011 and has a wide range of experience in financial planning, portfolio management, and pension consulting. Sameer has also been active in the industry as a YouTube channel host reviewing restaurants and hosting food-related events. Sameer is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Sameer Sarmast 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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Sameer Sarmast’s Registration & Firm History

CA

03/13/2023 - Present

Farther (SAN FRANCISCO CA)

WA

10/25/2018 - 02/16/2023

SATURNA BROKERAGE SERVICES, INC (BELLINGHAM WA)

NJ

10/01/2012 - 09/20/2018

J.P. MORGAN SECURITIES LLC (N. ARLINGTON NJ)

NJ

09/09/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (MONTCLAIR NJ)

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Licenses & Designations

IA

Issued 09/27/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/10/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/08/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sameer Syed Sarmast.
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