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Anthony Falco

Wells Fargo Advisors
29 Years of Experience
Lakewood Ranch, FL
1 DisclosureBroker
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Anthony Falco is a registered investment advisor at Wells Fargo Advisors, based in Lakewood Ranch, FL, with 29 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Lakewood Ranch, FL

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History

Regulatory History (1)
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Criminal
July 1993
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
August 2024 - Present · 2 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Janney Montgomery Scott LLC
January 2007 - August 2024 · 17 yrs 7 mos
Janney Montgomery Scott LLCBroker
April 1999 - August 2024 · 25 yrs 4 mos
Royce Investment Group, INC.Broker
July 1997 - April 1999 · 1 yr 9 mos
State Registrations33 states
CACOCTDCDEFLGAHIIDILLAMAMDMEMIMNMONCNHNJNMNVNYOHORPARISCTNTXVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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