Robert William Casale
Investment adviser representative at Farther
11 yearsExperience
1 stateRegistered in
$16BFirm assets
7 yearsFirm in business
Are you Robert William Casale? Claim your profile
Contact this firm
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.
- FartherSep 2021 to now
- Farther Finance Advisors, LLCAug 2021 to now
- UnemployedJan 2021 to Aug 2021
- Personal Capital AdvisorsAug 2020 to Jan 2021
- UnemployedJan 2020 to Aug 2020
- Eagle Strategies LLCJul 2019 to Jan 2020
- Nylife Securities LLCApr 2019 to Jan 2020
- JP Morgan Securities LLCMay 2015 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 5726672
- Firm CRD
- 302050