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William Robert Todd

Investment adviser representative at Farther
11 yearsExperience
1 stateRegistered in
$16BFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. FartherJun 2026 to now
  2. Wealthshield PartnersDec 2021 to Jul 2026
  3. Harborview AdvisorsNov 2015 to Dec 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2000

State registrations

Registered as an investment adviser representative in 1 state (ME).

Farther

Legal name: Farther Finance Advisors, LLC

$16BAssets managed
14,965Clients
331Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2293194
Firm CRD
302050
Advisor's SEC record (opens in a new tab)
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