Bryan Dalessandro (CRD# 5081148) is an Investment Advisor Representative working at Farther in San Francisco, CA and has over 16 years of experience in the finance industry.
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Farther Finance Advisors, LLC | New York, NY | Jul 2020 - Current | 3 |
| Not Licensed | Staten Island, NY | Jun 2019 - Jun 2020 | 1 |
| Ubs Financial Services Inc. | Weehawken, NJ | Aug 2017 - May 2019 | 1 |
| Sole Proprietor | Staten Island, NY | Dec 2016 - Jul 2017 | < 1 |
| Bank Of America, N.a. | New York, NY | Aug 2011 - Nov 2016 | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Apr 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- NY
- TX
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Total Assets Under Management2,182MILLIONS
-
Total Number of Accounts5,112ACCOUNTS
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Average Account Value$426,804
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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