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Mario Battistini

Investment adviser representative at Farther
12 yearsExperience
2 statesRegistered 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

12 years in the industry.

  1. FartherApr 2024 to now
  2. Farther Finance AdvisorsMar 2024 to now
  3. UnemployedMay 2022 to Mar 2024
  4. Ale HouseJan 2022 to Apr 2022
  5. La FitnessOct 2021 to Jan 2022
  6. UnemployedOct 2020 to Sep 2021
  7. JP MorganJun 2019 to Sep 2020
  8. Merrill LynchSep 2014 to May 2019

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
6005830
Firm CRD
302050
Advisor's SEC record (opens in a new tab)
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