New York, NY Office

Team
Updated today

Client AUM

$14,187,210,557

Clients

14,593

Advisors

3

Of 315 advisors across 209 offices

Location

New York NY

Advisors at this office

3

Advisors at this office

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Devin S

Series 65

New York, NY

Farther

Devin Satterthwaite is a Series 65-licensed advisor at Farther with one year of industry experience. Before joining Farther, he worked at Workday for eight years across multiple roles. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates using a web and mobile platform along with in-person meetings. The firm follows an investment approach based on Modern Portfolio Theory with model portfolios and algorithmic rebalancing, employing ETFs, mutual funds, equities, and fixed income, supported by AI tools subject to internal controls.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Olga R

CFP®, Series 63, Series 65

New York, NY

Farther

Olga Raykhelson is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Farther. She has worked at Financial Life Focus since 1998 and joined Farther Finance Advisors in 2024. In addition to her advisory work, she is a licensed real estate agent with the Corcoran Group in New York. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform that combines discretionary investment management, retirement plan consulting, and non-discretionary private fund recommendations. The firm employs a Modern Portfolio Theory-based approach using bespoke and algorithmic model portfolios with automatic rebalancing and primarily allocates among ETFs, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Dennis M

Series 65

New York, NY

Farther

Dennis Mykytyn is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Farther and previously worked at Modern Capital Group LLC for over a decade. Outside of his advisory role, he is a partner at IHC Creative Inc., a creative agency where he provides business advice to the founder. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, incorporating a range of asset classes and AI tools under internal review.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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