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Bradley B Sim

Investment adviser representative at Farther
11 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

11 years in the industry.

  1. FartherFeb 2025 to now
  2. Farther Finance AdvisorsFeb 2025 to now
  3. Merrill Lynch, Pierce, Fenner & Smith Inc.May 2021 to Jan 2025
  4. Edward JonesSep 2015 to May 2021

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 2 states (TX, WA).

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
6556996
Firm CRD
302050
Advisor's SEC record (opens in a new tab)
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