Darren
Ting

Farther

CRD#6814035
Investment Advisor
in San Francisco, CA

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About this Advisor

Darren Ting is a financial advisor based in San Francisco, California, working with Farther. Darren has previously held positions at Everykey Inc, First Citizens Bank, Morgan Stanley, Notre Dame College, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, J.P. Morgan Securities, LLC, J.P. Morgan Bank, N.A, and Farther Finance Advisors, LLC. Darren has passed the Series 66 regulatory exam and is registered to provide services in California and Ohio. Currently, Darren is part of Farther, which operates out of San Francisco, California. The firm has 25 offices and 154 employees. The firm manages assets totaling $2.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and publication of newsletters. The fee structure at Farther includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

575 Market Street Suite 400
San Francisco, CA 94105

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Farther Brokerage Details

Total Assets Under Management

$2,181,821,779

CA Average: $7,578,581,321
Total Number of Employees

154

CA Average: 43
Total Number of Accounts

5,112

CA Average: 3,727
Average Account Size

$426,804

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters

Darren Ting Work History

2022 - Present (3 years)

Farther Finance Advisors, LLC

2021 - 2022 (1 year)

J.P. Morgan Securities, LLC

2021 - 2022 (1 year)

J.P. Morgan Bank, N.A

2017 - 2017 (< 1 year)

First Citizens Bank

2017 - 2017 (< 1 year)

Morgan Stanley

2017 - 2021 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2021 (4 years)

Bank Of America, N.A

2015 - 2017 (2 years)

Everykey Inc

2014 - 2016 (2 years)

Notre Dame College

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Disclosures

Please visit the SEC profile of Darren Ting to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Farther

Michael Desantis
San Francisco, CA
Nathan Bosek
Sartell, MN
Darren Ting
San Francisco, CA
Jonathan Fauver
San Francisco, CA
Jonathon Mason
Cincinnati, OH
Christopher Tarkowski
Mattawan, MI
Robert Kelly
San Francisco, CA
Kyra Gayle Luu
Las Vegas, NV

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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