Caroline Zortman is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with FARTHER FINANCE ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FARTHER FINANCE ADVISORS, LLC | 2025-03-20 | present | Yes |
| SEI INVESTMENTS MANAGEMENT CORP | 2024-11-15 | 2025-03-03 | — |