AF
AF

Anthony Falco

31 Years of Experience
Broker
Areas of Practice
Retirement PlanningEstate PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
350 clients
Average Client Portfolio
$771K average
Assets Under Management
$270.0M

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$1,000
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Location

20 N. Martingale Road, Suite 450, Schaumburg, IL, 60173

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Anthony is a church secretary, dedicating minimal time to this role and receiving no compensation. He also works as a golf coach at Schaumburg Christian School during the summer, dedicating a few hours per week.

Employment History
Current Registrations
Monere Wealth Management, INC.
November 2017 - Present · 8 yrs 3 mos
Monere Investments, INC.Broker
April 2015 - Present · 10 yrs 10 mos
Previous Registrations
David A. Noyes & CompanyBroker
April 1997 - April 2015 · 18 yrs
M B Vick & CompanyBroker
March 1997 - May 1997 · 2 mos
Furman Selz IncorporatedBroker
November 1993 - March 1995 · 1 yr 4 mos
Oppenheimer & CO., INC.Broker
March 1992 - September 1993 · 1 yr 6 mos
State Registrations19 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.