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Charles Thomas Cernosia

Investment adviser representative at Farther
13 yearsExperience
1 stateRegistered in
CFADesignation
$16BFirm assets

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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

13 years in the industry.

  1. FartherOct 2026 to now
  2. Summit Financial, LLCOct 2021 to Oct 2026
  3. UnemployedMar 2017 to Oct 2021
  4. HSBCNov 2013 to Mar 2017

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004

State registrations

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

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
4628598
Firm CRD
302050
Advisor's SEC record (opens in a new tab)
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