Michael Falcon
Michael Falcon is a registered investment advisor at Cetera Investment Advisers LLC, based in Rehoboth, MA, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
219 Clubhouse Way, Rehoboth, MA, 02769
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael sells equity, fixed, and variable annuities, dedicating a few hours per week to this activity. He also owns 40% of a personal training business, advising on finances, and owns Falcon Wealth Management, where he handles accounting, bookkeeping, and tax preparation, taking about half of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations3 states
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