Thomas Joseph Farrer
Investment adviser representative at Core Wealth Advisors
13 yearsExperience
2 statesRegistered in
$143.8MFirm assets
1 yearFirm in business
Are you Thomas Joseph Farrer? 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Core Wealth AdvisorsJan 2025 to now
- An Exceptional Life Financial, LLCMar 2020 to now
- Full-time EducationMay 2019 to Mar 2020
- Indiana Public Retirement SystemMay 2013 to May 2019
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (FL, IN).
Core Wealth Advisors
Legal name: Core Wealth Advisors, LLC
$143.8MAssets managed
149Clients
3Advisers
1 yearIn 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
- 7236529
- Firm CRD
- 157436