Thomas Hanna
Investment adviser representative at Farther
10 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
10 years in the industry.
- FartherMay 2024 to now
- Farther Finance AdvisorsApr 2024 to now
- Charles Schwab & Co., Inc.Jan 2019 to Apr 2024
- Citi Wealth ManagementJul 2017 to Jan 2019
- Bank of Ameirca/merrill LynchAug 2016 to Jun 2019
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6497148
- Firm CRD
- 302050