Keith S. Furuya

FARTHER

Los Gatos, CA

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CRD#: 4489696

Professional summary

Keith Shigeru. Furuya, who also goes by Keith S. Furuya, is a registered financial advisor currently at FARTHER located in Los Gatos, California.

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Keith has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Keith S. Furuya

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.

1. Insurance broker (under my name); Work as an independent broker; License in the state of CA to sell accidental/health/life insurance.; License number 0D58763.; Address is 135 Belcrest Drive, Los Gatos, CA 95032; Currently, averages 2-hrs per /month; Spends, on average 0-to-30 minutes doing securities trading hours; duties: selling insurance and more importantly, maintaining/servicing existing clients' policies. 2. Filtrano Tapes; Inv. related: No; Address is 1625 Ashton Park Drive, Colonial Heights, VA 23834; Board Director; start date: 7/18/2024; Tape solutions, 10 hours per month, 1 during securities trading hours; versee strategy, risk and performance, uphold fiduciary duties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Shigeru. Furuya'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

Experience

Current

November 5, 2024 - Present

FARTHER

RIA

CRD#: 302050

Los Gatos, CA

Past

May 26, 2005 - March 22, 2025

BLACK WALNUT ADVISORS LLC

RIA

CRD#: 134442

LOS GATOS, CA

Past

October 29, 2004 - April 5, 2006

INVESTORS RESOURCES GROUP, INC.

RIA

CRD#: 45752

VACAVILLE, CA

Past

October 29, 2004 - April 5, 2006

INVESTORS RESOURCES GROUP, INC.

CRD#: 45752

VACAVILLE, CA

Past

September 24, 2003 - November 2, 2004

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

CAMPBELL, CA

Past

April 22, 2002 - November 2, 2004

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

April 22, 2002 - November 2, 2004

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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

California
(11/5/2024)

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: 5/7/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/19/2002

General Securities Representative Examination

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.

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Advisor Monitoring

Firm Stability Insights

Keith S. Furuya

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Shigeru. Furuya's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACK WALNUT ADVISORS LLC

INVESTORS RESOURCES GROUP, INC.

INVESTORS RESOURCES GROUP, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 66

Date: 5/7/2002

Series 7

Date: 4/19/2002

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

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