Sarah Rose Villalobos
Investment adviser representative at Farther
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- FartherSep 2025 to now
- Goldman SachsJan 2023 to Aug 2025
- Goldman SachsJun 2022 to Aug 2022
- Anthony's Coal Fired PizzaMay 2022 to Jun 2022
- Splee, LLCAug 2021 to May 2022
- Truist SecuritiesJun 2021 to Aug 2021
- Splee, LLCJan 2020 to Jun 2021
- University of FloridaAug 2019 to Dec 2022
- Anthony's Coal Fired PizzaJun 2018 to Jun 2019
- Somerset Academy Charter SchoolAug 2012 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7582952
- Firm CRD
- 302050