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Daniel Joseph Falcone

4 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
4,979 clients
Average Client Portfolio
$985K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$10K
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Location

1050 Hingham St, 2nd Floor, Rockland, MA, 02370

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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

Daniel works as a Financial Advisor & Technology Specialist for Veritas Boston Wealth Management. This takes nearly full-time, including time during securities trading hours.

Employment History
Current Registrations
Stratos Wealth Advisors LLC
August 2021 - Present · 4 yrs 6 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.