Daniel Joseph Falcone
Investment adviser representative at Stratos Wealth Advisors LLC
11 yearsExperience
1 stateRegistered in
$5.6BFirm assets
10 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Stratos Wealth Advisors, LLCJun 2021 to now
- Veritas Boston Wealth ManagementAug 2020 to now
- MFSJul 2019 to Jan 2020
- Umass LowellJan 2019 to May 2020
- StudentDec 2018 to Jul 2019
- PutnamJul 2018 to Dec 2018
- University of Massachusetts LowellSep 2015 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MA).
Stratos Wealth Advisors LLC
$5.6BAssets managed
5,023Clients
69Advisers
10 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
- 7397022
- Firm CRD
- 283816