MichaelDeSantis- Financial Advisor Santa Clarita, CA

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About Michael DeSantis

Farther is a new kind of financial institution, combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by Lightspeed Venture Partners, Bessemer Venture Partners, Context Ventures, Cota Capital, Khosla Ventures, MassMutual Ventures, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money.

See Disclosures

General Information

Firm Start Year

2019

No. of Employees

100-499

CRD#

6320795

Firm CRD#

302050

Name of Custodial Firm

Fidelity, Schwab

Years of Experience in Financial Services

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 65

Firm Information

Assets Managed by Firm

$6 Billion

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Education

Bachelors of Science (B.S.) - Finance

California State University, Northdridge
08/15/2012 -05/31/2016

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892821/paladinregistry-Farther-Finance-LLC-detailed-disclosure.html

Disclaimer

Advisory services provided by Farther Finance Advisors LLC, an SEC-registered investment advisor. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Form ADV Part 2 and Form CRS.

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Paladin Research Report For:

Michael DeSantis

Farther Finance LLC