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Anthony J Falaro

Fisher Investments

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About Anthony J Falaro

Anthony Falaro is an investment advisor representative with Fisher Investments, based in Carlsbad, California. Anthony has been in the industry since November 2011. Anthony has a Series 7 and Series 66 license and is currently registered to provide investment advice in California, Texas and Washington. Anthony has also worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, California. Anthony's experience covers a wide range of financial services, including portfolio management for individuals, businesses and investment companies. Anthony is also a manager and member of the Vista Collection LLC, a short-term rental accommodations company located in Londonderry, New Hampshire.

Firm Information

Anthony Falaro is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Anthony Falaro’s Registration & Firm History

CA

05/05/2014 - Present

Fisher Investments (Carlsbad CA)

CA

11/18/2011 - 04/15/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BREA CA)

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Licenses & Designations

BOTH

Issued 01/23/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/17/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony J Falaro.
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