Stuart Choy is a registered investment advisor at Farther, based in Hercules, CA, with 14 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 14,965 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from negotiable up to 2.00% depending on account complexity, asset amount, and independent managers utilized.
Fee Estimator
Location
Hercules, CA
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Regulatory History (1)
Employment Separation After Allegations
October 2022Other Business ActivitiesSells Insurance
Stuart works for TPC Financial Group LLC as a financial advisor/agent selling fixed insurance, dedicating full-time hours to this role. He also holds a salaried customer service advisor position at the same company, also full-time.
Employment History
Current Registrations
Farther
Previous Registrations
Sound Income Strategies, LLC
Ae Wealth Management, LLC
Puritan Brokerage Services, INC.Broker
Puritan Wealth Management Group
Puritan Brokerage Services, INC.Broker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations1 state
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.
Exams
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