Fallon L Flaharty
Investment adviser representative at Modern Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$10.9BFirm assets
3 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
- Seminars and workshops
Experience
12 years in the industry.
- Mutual Securities, Inc.Jun 2026 to now
- Modern Wealth Management, LLCMay 2026 to now
- Flaharty Asset Management LLCDec 2025 to now
- LPL FinancialAug 2024 to May 2026
- Sageview Advisory GroupJun 2023 to Aug 2024
- Morton Plan Mease Health Care FoundationJun 2022 to Jul 2022
- Personal NannyAug 2020 to May 2023
- Florida State UniversityAug 2019 to Jun 2023
- Academy of the Holy NamesJun 2015 to May 2019
- For the Love of BoutiqueJan 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Modern Wealth Management, LLC
$10.9BAssets managed
11,934Clients
161Advisers
3 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
- 6640758
- Firm CRD
- 324624