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RIA / WealthAdvisor14 years in industry

Robert William Casale

Advisor at FARTHER

LINCOLN PARK, NJ | SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:e76d366c-3a19-33a3-c888-b0b7648f3ff6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 3, 2012 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: Dec 29, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 29, 2011
First registration: Jan 3, 2012
Dual registered: no
Other names: ROBERT W CASALE
IAPD individual key: 5726672

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	Sep 20, 2021	n/a	yes	SAN FRANCISCO, CA\|LINCOLN PARK, NJ	Current employment
PERSONAL CAPITAL ADVISORS CORPORATION	Former SEC adviser	Sep 1, 2020	Jan 11, 2021	no	GREENWOOD VILLAGE, CO\|Lincoln Park, NJ	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Jul 10, 2019	Jan 2, 2020	no	NEW YORK, NY	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	May 21, 2015	Apr 12, 2019	no	NEW MILFORD, NJ\|RIVER EDGE, NJ\|PARAMUS, NJ\|MAYWOOD, NJ\|RIDGEWOOD, NJ\|MAYWOOD, NJ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 3, 2012	Mar 26, 2015	no	OAKLAND, NJ\|PARAMUS, 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
PERSONAL CAPITAL ADVISORS CORPORATION	Farther	Jan 11, 2021	Sep 20, 2021	252	Firm change	RIA to RIA
EAGLE STRATEGIES LLC	PERSONAL CAPITAL ADVISORS CORPORATION	Jan 2, 2020	Sep 1, 2020	243	Firm change	Ibd to RIA
J.P. MORGAN SECURITIES LLC	EAGLE STRATEGIES LLC	Apr 12, 2019	Jul 10, 2019	89	Firm change	Wirehouse to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	J.P. MORGAN SECURITIES LLC	Mar 26, 2015	May 21, 2015	56	Firm change	Wirehouse to wirehouse

Relationships

Registered with (5)

→ FARTHERRegistered adviserregistration: current employment
Sep 20, 2021 to presentfactForm ADV
→ PERSONAL CAPITAL ADVISORS CORPORATIONRegistered adviserregistration: previous registration
Sep 1, 2020 to Jan 11, 2021factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Jul 10, 2019 to Jan 2, 2020factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
May 21, 2015 to Apr 12, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 3, 2012 to Mar 26, 2015factForm ADV

Dated events

No dated event names this entity yet.