Phillip B. Weinstein

FARTHER | Director, Financial Planning

Austin, TX 78731

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CRD#: 1572806

Professional summary

Phillip Back Weinstein is a registered financial advisor currently at FARTHER located in Austin, Texas.

Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Phillip has worked at 12 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 8 exams.

Biography

I’ve been helping my clients put their best financial foot forward since I joined the industry over 30 years ago. I enjoy partnering with them to help them to both see their plans come to fruition and reach the goals they’ve worked so hard to achieve. In my free time, I love spending time with my wife, children, and family. We enjoy travel, live music, and getting together with friends.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME: Philip B. Weinstein; Not investment-related; ADDRESS: AUSTIN, TX; NATURE: Real Estate; POSITION/TITLE: Owner; START DATE: 08/01/2013; HRS/MTH: <1; HRS/MTH DURING SECURITIES TRADING HOURS: 0; DUTIES: Manage investmetn property.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Back Weinstein's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Education

University of Missouri

Experience

Current

January 21, 2025 - Present

FARTHER

Office #1: 7000 N Mopac Expressway Suite 200, Austin, TX 78731

RIA

CRD#: 302050

Austin, TX

Past

November 30, 2016 - February 14, 2025

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

AUSTIN, TX

Past

July 1, 2013 - November 30, 2016

FINANCIAL ENGINES ADVISOR CENTER, LLC

RIA

CRD#: 109238

AUSTIN, TX

Past

August 12, 2009 - July 2, 2013

THE MUTUAL FUND STORE

RIA

CRD#: 135062

AUSTIN, TX

Past

December 17, 2008 - July 10, 2009

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

AUSTIN, TX

Past

December 17, 2008 - July 10, 2009

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

AUSTIN, TX

Past

February 14, 2008 - December 8, 2008

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

AUSTIN, TX

Past

February 14, 2008 - December 8, 2008

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

AUSTIN, TX

Past

January 11, 2007 - January 25, 2008

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

AUSTIN, TX

Past

November 13, 2001 - January 25, 2008

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

AUSTIN, TX

Past

September 7, 1989 - November 14, 2001

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

February 6, 1989 - September 16, 1989

CITISTREET EQUITIES LLC

CRD#: 7447

SOMERSET, NJ

Past

May 20, 1988 - January 21, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Past

January 6, 1987 - June 2, 1988

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

Past

November 12, 1986 - December 16, 1986

FIDELITY DISTRIBUTORS CORPORATION

CRD#: 6848

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/10/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/4/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/16/1987

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/11/1986

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 8

Date: 4/17/1991

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

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Firm Stability Insights

Phillip B. Weinstein

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Back Weinstein's CRS (Customer Relationship Summary).

Certified licenses

Education

University of Missouri

Experience

EDELMAN FINANCIAL ENGINES

FINANCIAL ENGINES ADVISOR CENTER, LLC

THE MUTUAL FUND STORE

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

CHARLES SCHWAB & CO., INC.

CITISTREET EQUITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS CORPORATION

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 66

Date: 1/10/2007

Series 63

Date: 11/4/1986

Series 7

Date: 5/16/1987

Series 6

Date: 11/11/1986

Series 8

Date: 4/17/1991

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

Contact information

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