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RM

Ryan S. Mallow

FARTHER | Vice President, Financial Consultant
Ponte Vedra, FL 32082
Some features on this profile are disabled
CRD#: 2420445
RM

Professional summary

Ryan Scott Mallow, who also goes by Ryan Mallow, is a registered financial advisor currently at FARTHER located in Ponte Vedra, Florida.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Ryan has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 3 and Series 24 exams.

Biography

My goal at Fidelity Investments is to help every client make the smartest financial decisions for themselves and their families. With over 20 years of experience in the financial services business I have built trust by listening to my clients' needs. I have a deep personal relationship with my clients which helps me to better understand their situation and help them with a solid financial plan for working towards their lifetime goals.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ryan Mallow

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Scott Mallow'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

SUNY at Buffalo

Bachelor of Arts (BA) - Business

1993

Experience

Current

June 12, 2023 - Present

FARTHER

Office #1: 818 A1a N Suite 100, Ponte Vedra, FL 32082
RIA
CRD#: 302050
Ponte Vedra, FL
Past

July 13, 2018 - June 5, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

August 2, 2010 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
JACKSONVILLE, FL
Past

June 28, 2010 - June 2, 2023

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, FL
Past

October 22, 2008 - June 7, 2010

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
JACKSONVILLE, FL
Past

July 16, 2008 - June 7, 2010

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
JACKSONVILLE, FL
Past

February 10, 1994 - June 28, 1995

STRATTON OAKMONT INC.

BD
CRD#: 18692
LAKE SUCCESS, NY

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".
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC

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
Florida
(6/12/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/26/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/31/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/14/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 2/5/1997
National Commodity Futures Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/18/2009
General Securities Principal Examination

Current Firm

FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts24,245
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.

Company Information

FARTHER

Vice President, Financial ConsultantCRD#: 302050Ponte Vedra, FL 32082

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Contact information

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