Pietro Lombardi
Investment adviser representative at Falcon Wealth Planning, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2BFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Falcon Wealth Planning, LLCAug 2022 to now
- E*trade Capital Management LLCFeb 2009 to Aug 2022
- E*trade Securities LLCFeb 2009 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Falcon Wealth Planning, LLC
$2BAssets managed
1,611Clients
23Advisers
8 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
- 2814446
- Firm CRD
- 174092