Robert S. Batchelar

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CRD#: 5526320

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Scott Batchelar, who also goes by Scott Batchelar, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2008. Robert had worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Scott Batchelar

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.

Robert Scott Batchelar - Investment related 200 Paddock Lane Apt 2304 Massachusetts 01719 Insurance Agent Start date - 10/2008 - Present Approximately 40 hours a week during trading hours

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

August 22, 2023 - December 19, 2023

FARTHER

RIA

CRD#: 302050

Boxborough, MA

Past

September 13, 2022 - January 6, 2023

PROTECTION POINT ADVISORS

RIA

CRD#: 291805

Boxborough, MA

Past

June 16, 2021 - July 18, 2022

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

Boxborough, MA

Past

December 3, 2020 - June 23, 2021

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Stow, MA

Past

February 25, 2020 - December 3, 2020

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

Stow, MA

Past

May 30, 2008 - September 8, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

WALTHAM, 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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 1/29/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/14/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 5/29/2008

Investment Company Products/Variable Contracts 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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Firm Stability Insights

Robert S. Batchelar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PROTECTION POINT ADVISORS

USA FINANCIAL SECURITIES LLC

GRADIENT ADVISORS, LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

BANC OF AMERICA INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 65

Date: 1/29/2020

Series 63

Date: 6/14/2008

Series 6

Date: 5/29/2008

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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