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Taylor Alexander Nissi

Farther

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About Taylor Alexander Nissi

Taylor Alexander Nissi is a financial advisor registered with Farther in White Plains, NY. Taylor has been in the industry since 2014 and holds a Series 7, Series 66 and Series 99TO license. Taylor is also a Certified Financial Planner. Previously, Taylor has worked at Pleasant Street Wealth Advisors, LLC, Farther Finance Advisors, and Wells Fargo Advisors. Taylor is currently registered with Farther, and is also registered with the state of New York.

Firm Information

Taylor Nissi 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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Taylor Nissi’s Registration & Firm History

NY

06/04/2024 - Present

Farther (White Plains NY)

NY

11/19/2018 - 06/18/2024

PURSHE KAPLAN STERLING INVESTMENTS (White Plains NY)

ME

06/27/2018 - 10/31/2018

M. S. HOWELLS & CO. (YORK ME)

CT

12/15/2014 - 04/30/2018

WELLS FARGO CLEARING SERVICES, LLC (WESTPORT CT)

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Licenses & Designations

BOTH

Issued 01/09/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Taylor Alexander Nissi.
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