Bryan Dalessandro, portrait

Bryan Dalessandro

Managing Director, RIA at Farther

Investment adviser representative in New York, NY

From the SEC’s public record of this individual, checked on 17 September 2026.

Bryan Dalessandro is a managing director, ria of Farther Finance Advisors, LLC, a San Francisco-based SEC-registered investment adviser managing $16.01B. Bryan has been registered through the firm since 10 July 2020, with 17 years in the industry across 4 firms, holds adviser registrations in New York, Texas.

17
Years of IAPD experience
6
Years at the firm
Farther
4
Adviser firms on record
2
State registrations
5
Exams passed

Counts are from the SEC record as checked on 17 September 2026. Years are measured to that date.

Role at Farther#

Title on Schedule A
Managing Director, RIA
Control
Schedule A does not report this person as a control person of the adviser.
Ownership
Schedule A reports the under-5% ownership band (NA).
Tenure
Role reported since 03/2026.

The firm

Farther Finance Advisors, LLC$16.01B regulatory AUM · 252 advisory staff · 340 officesFirm profile

Title and ownership as reported on Schedules A and B of the firm's Form ADV. Ownership percentages are the SEC's reporting bands, not exact figures. View Schedule A in the filing

Career on record#

  1. Farther10 July 2020 to present
    New York, NY · 6 years · adviser representative only · firm CRD 302050
  2. Ubs Financial Services Inc.18 September 2017 to 27 May 2019
    Weehawken, NJ · 2 years · adviser representative only · firm CRD 8174
  3. Merrill Lynch, Pierce, Fenner & Smith Incorporated27 May 2011 to 16 November 2016
    New York, NY · 5 years · adviser representative only · firm CRD 7691
  4. Chase Investment Services Corp.27 October 2009 to 1 December 2010
    Staten Island, NY · 1 year · adviser representative only · firm CRD 25574

Investment-adviser employment history in the IAPD record, newest first. The experience figure uses IAPD's calculation date of 26 February 2009, which may differ from the earliest registration below. View the IAPD record

Registrations and exams#

New York16 May 2021
Scope
Investment adviser representative
Status
Approved
Texas11 May 2021
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6625 February 2008
Name
Uniform Combined State Law Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 73 January 2008
Name
General Securities Representative Examination
Series 1031 August 2013
Name
General Securities Sales Supervisor - General Module Examination
Series 92 August 2013
Name
General Securities Sales Supervisor - Options Module Examination

State adviser registrations currently approved, and the qualifying examinations on record. View the IAPD record

Regulatory record#

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

Where to check this individual's complete record, including any disciplinary history. View the IAPD record

Background#

Schedule A reports Bryan C Dalessandro as Managing Director, RIA, with the role acquired in 03/2026. Form ADV Part 1A, Schedule A

Background statements are attributed to the named source. Firm biographies are not regulatory records.

Common questions#

What is Bryan Dalessandro’s filed role?

Schedule A reports Bryan C Dalessandro as Managing Director, RIA, with the role acquired in 03/2026.

Source: Form ADV Part 1A, Schedule A

What does IAPD report about Bryan Dalessandro’s adviser registration?

IAPD reports a current investment-adviser registration through FARTHER beginning 2020-07-10, checked 17 September 2026.

Source: IAPD individual record, Current IA Employments

Answered from the records above.

Leadership at Farther#

The other officers and owners named on the firm's Schedule A.

Sources

  1. IAPD individual record, CRD 5081148. Employment history, registrations and examinations.
  2. Form ADV Part 1A, Schedules A and B of Farther Finance Advisors, LLC, filed 24 August 2026. Title, control and ownership bands.

Retrieved 17 September 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Simple Money is not affiliated with Bryan Dalessandro or Farther Finance Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.

Simple Money Advisors LLC is a California-registered investment adviser. This page is not investment, tax, or legal advice and is not an offer of advisory services. Verify this individual's current record at adviserinfo.sec.gov and the firm's at its IAPD record before engaging an adviser. The portrait is reproduced from the firm’s website for identification.