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Robert Farr

Robert Farr

FARRCREST CAPITAL | Associate Client Portfolio Manager
Naples, FL
Some features on this profile are disabled
CRD#: 7643305
Robert Farr

Professional summary

Robert Farr is a registered financial advisor currently at FARRCREST CAPITAL LLC located in Naples, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Robert has worked at 2 firms and has passed the Series 65 exam.

Biography

Robert joined the firm in 2022 as an associate client portfolio manager. For the past seven years, Robert has been a contracts and pricing analyst with a focus on proposal development, supply chain and contract negotiation. He has held a management role for the prior three years, supporting both government and private sector clients. Mr. Farr earned his bachelor’s degree in business administration from the College of Charleston with a concentration in finance and equity analysis. Robert’s passion for stocks and all things investing can also be described as genetic.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Farr'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

May 11, 2026 - Present

FARRCREST CAPITAL LLC

RIA
CRD#: 340912
Naples, FL
Past

December 14, 2022 - February 25, 2026

HIGHTOWER ADVISORS, LLC

RIA
CRD#: 145323
Washington DC, DC

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
(5/11/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/3/2022
Uniform Investment Adviser Law Examination

Current Firm

FC
FARRCREST CAPITAL LLC
FARRCREST CAPITAL LLC

CRD#: 340912 / SEC#: 801-135685

RIA
Registered Investment Advisory firm - (3/27/2026 120-Day Approval)
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Contact information

Main Address
Naples, FL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

SEC notice filing (1 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

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

FARRCREST CAPITAL LLC

Associate Client Portfolio ManagerCRD#: 340912Naples, FL

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Contact information

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