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RIA / WealthAdvisor21 years in industry

Sameer Syed Sarmast

Advisor at FARTHER

SAN FRANCISCO, CA | West Palm Beach, FL

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 14, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FARTHER
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 8, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S63|S66|S65
First exam: Sep 8, 2005
First registration: Nov 14, 2011
Dual registered: no
Other names: SAMEER SARMAST|Syed Sameer Sarmast
IAPD individual key: 4949277

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Farther	Independent wealth	Mar 13, 2023	n/a	yes	SAN FRANCISCO, CA\|West Palm Beach, FL	Current employment
SATURNA CAPITAL CORPORATION	Asset manager	Dec 24, 2021	Feb 16, 2023	no	BELLINGHAM, WA\|Paramus, NJ	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Sep 20, 2018	no	MONTCLAIR, NJ\|ORANGE, NJ\|ORANGE, NJ\|BELLEVILLE, NJ\|FAIRFIELD, NJ\|N. ARLINGTON, NJ\|NEWARK, NJ\|NEWARK, NJ\|ORADELL, NJ\|JERSEY CITY, NJ\|KEARNEY, NJ\|JERSEY CITY, NJ\|NEWARK, NJ	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Nov 14, 2011	Oct 1, 2012	no	JERSEY CITY, NJ\|MONTCLAIR, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SATURNA CAPITAL CORPORATION	Farther	Feb 16, 2023	Mar 13, 2023	25	Firm change	Other
J.P. MORGAN SECURITIES LLC	SATURNA CAPITAL CORPORATION	Sep 20, 2018	Dec 24, 2021	1,191	Firm change after gap	Other
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other

Relationships

Registered with (4)

→ FARTHERRegistered adviserregistration: current employment
Mar 13, 2023 to presentfactForm ADV
→ SATURNA CAPITAL CORPORATIONRegistered adviserregistration: previous registration
Dec 24, 2021 to Feb 16, 2023factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Sep 20, 2018factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Nov 14, 2011 to Oct 1, 2012factForm ADV

Dated events

Occurred
Feb 16, 2023
Advisor changed firm
Sameer Syed Sarmast left Saturna Capital Corporation for Farther (registered 2023-03-13)
Form ADVobserved 5 days ago