Steven Boblis
Steven Boblis is a registered investment advisor at Farther, based in San Francisco, CA, with 25 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
345 California Street, Suite 600, San Francisco, CA, 94104
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Regulatory History (3)
Customer Dispute
November 2022Employment Separation After Allegations
November 2022Customer Dispute
November 2013Other Business ActivitiesSells Insurance
Steven offers fixed annuities and insurance products to clients and prospects, dedicating a few hours per week to this activity. He also owns The Boblis Corporation for personal tax purposes, requiring minimal time.
Employment History
Current Registrations
Farther
Previous Registrations
The Retirement Group, LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
The Retirement Group, LLC
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Great Northern Financial Securities, INC.Broker
Veritrust Financial, LLCBroker
Aragon Financial Services, INC.Broker
Interfirst Capital CorporationBroker
San Clemente Securities, INC.Broker
Signator Investors, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.