Daniel Falcone, financial advisor Rockland MA

Daniel Falcone

CRD Number: 7397022
Current Firm: Stratos Wealth Advisors LLC

Daniel Falcone (CRD# 7397022) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Rockland, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Stratos Wealth Advisors, LLC Rockland, MA Jun 2021 - Current 2
Veritas Boston Wealth Management Rockland, MA Aug 2020 - Current 3
University Of Massachusetts Lowell Lowell, MA Sep 2015 - Aug 2020 4
Umass Lowell Lowell, MA Jan 2019 - May 2020 1
Mfs Boston, MA Jul 2019 - Jan 2020 < 1
Student Lowell, MA Dec 2018 - Jul 2019 < 1
Putnam Andover, MA Jul 2018 - Dec 2018 < 1
Unemployed Brockton, MA May 2015 - Sep 2015 < 1
High School Brockton, MA Sep 2011 - May 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2021
Contact Info for Daniel J. Falcone
Phone Number: (440) 519-2500
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    4,215
    MILLIONS
  • Total Number of Accounts
    12,529
    ACCOUNTS
  • Average Account Value
    $336,408
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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