David Sheldon Coles
Investment adviser representative at Farther
19 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
19 years in the industry.
- FartherDec 2024 to now
- Farther Finance AdvisorsDec 2024 to now
- Coastal YachtingJan 2021 to now
- Osaic Wealth, Inc.Aug 2024 to Jan 2025
- Triad Advisors, Inc.Jul 2015 to Aug 2024
- Wealth Management & Business ConceptsFeb 2006 to Mar 2025
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5379727
- Firm CRD
- 302050