Stuart Choy
Stuart Choy is a registered investment advisor at Farther, based in San Francisco, CA, with 13 years of industry experience. Stuart 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 (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.