Stephen Falgoust, financial advisor Roslyn NY

Stephen Falgoust

CRD Number: 7593365
Current Firm: Park Avenue Securities LLC

Stephen Falgoust (CRD# 7593365) is an Investment Advisor Representative working at Park Avenue Securities LLC in Roslyn, NY and has 1 year of experience in the finance industry.

Similar Advisors
Eric Bloom, financial advisor Roslyn NY
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
Deva Panambur,  CFA®, CFP®, financial advisor Roslyn NY
Deva Panambur, CFA®, CFP®
CRD# 4632189
Sarsi, LLC
Similar Advisors
Grace Toh, financial advisor Roslyn NY
Grace Y. Toh
CRD# 1483428
Abbington Investment Group, LLC
Company Name Location Dates Years
Park Avenue Securities LLC Roslyn, NY May 2023 - Current 1
Guardian Life Insurance Company Roslyn, NY Aug 2022 - Current 1
Northeast Financial Network Roslyn, NY May 2022 - Aug 2022 < 1
United Sleep Diagnostics New Hyde Park, NY May 2019 - May 2022 3
Quinnipiac University Hamden, CT Aug 2017 - May 2022 4
Truetox Laboratories New Hyde Park, NY May 2019 - Aug 2019 < 1
Port Washington Skating Center Port Washington, NY May 2017 - Aug 2018 1
Medallion Security Door & Window New Hyde Park, NY May 2017 - Aug 2017 < 1
Locust Valley School District Locust Valley, NY May 2016 - May 2017 1
Chaminade High School Mineola, NY May 2013 - May 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2023
Contact Info for Stephen B. Falgoust
Phone Number: 1-888-600-4667
Registered State(s):
  • AZ
  • MA
  • MN
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    11,882
    MILLIONS
  • Total Number of Accounts
    62,811
    ACCOUNTS
  • Average Account Value
    $189,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.