Lauren M. Moone

FARTHER

SAN FRANCISCO, CA 94104

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CRD#: 5249173

Professional summary

Lauren Melin Moone, CFP®, CPWA®, who also goes by Lauren Elizabeth Melin, is a registered financial advisor currently at FARTHER located in San Francisco, California.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Lauren has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lauren Elizabeth Melin

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 Lauren Melin Moone'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®

CFP^®

Certified Financial Planner

Start date: 2012

CPWA^®

Certified Private Wealth Advisor

Start date: 2019-04-04

Expire date: 2023-03-31

Experience

Current

April 6, 2023 - Present

FARTHER

Office #1: 345 California Street Suite 600, San Francisco, CA 94104

RIA

CRD#: 302050

SAN FRANCISCO, CA

Past

July 29, 2015 - March 20, 2023

MIRADOR CAPITAL PARTNERS

RIA

CRD#: 173764

Pleasanton, CA

Past

December 22, 2009 - June 4, 2013

BMO FAMILY OFFICE, LLC

RIA

CRD#: 110264

PALO ALTO, CA

Past

December 9, 2008 - October 6, 2009

BROWNSON, REHMUS & FOXWORTH, INC.

RIA

CRD#: 110608

MENLO PARK, CA

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
(4/6/2023)

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 65

Date: 12/8/2008

Uniform Investment Adviser Law 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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Lauren M. Moone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Melin Moone's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARTHER

MIRADOR CAPITAL PARTNERS

BMO FAMILY OFFICE, LLC

BROWNSON, REHMUS & FOXWORTH, INC.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 65

Date: 12/8/2008

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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