James Stuart Falcone
Investment adviser representative at Fulcrum Wealth Advisors, LLC
12 yearsExperience
2 statesRegistered in
$208MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Fulcrum Wealth Advisors, LLCNov 2013 to now
- Cetera Investment Advisers LLCJun 2023 to Dec 2025
- Cetera Wealth Services, LLCAug 2013 to Dec 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Fulcrum Wealth Advisors, LLC
$208MAssets managed
143Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2536341
- Firm CRD
- 169277