Caroline Zortman
Investment adviser representative at Farther
12 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
12 years in the industry.
- FartherMar 2025 to now
- Farther Finance AdvisorsMar 2025 to now
- Sei InvestmentsMay 2022 to Mar 2025
- Bucknell UniversityAug 2018 to Jun 2022
- Brebeuf Jesuit Preparatory SchoolAug 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7716280
- Firm CRD
- 302050