Bryan C Dalessandro
Investment adviser representative at Farther
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- FartherMay 2021 to now
- Farther Finance Advisors, LLCJul 2020 to now
- Not LicensedJun 2019 to Jun 2020
- UBS Financial Services Inc.Aug 2017 to May 2019
- Sole ProprietorDec 2016 to Jul 2017
- Bank of America, N.A.Aug 2011 to Nov 2016
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2011 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 5081148
- Firm CRD
- 302050