David Falcone
Investment adviser representative at Sound Income Strategies, LLC
12 yearsExperience
1 stateRegistered in
$4.2BFirm assets
11 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.
- Sound Income Strategies, LLCOct 2025 to now
- Mcadams Group, LLCOct 2025 to now
- Edward JonesMay 2023 to Sep 2025
- UnemployedJan 2023 to Apr 2023
- Movement MortgageJan 2022 to Dec 2022
- Intercontinental Capital GroupOct 2019 to Jan 2022
- Carrington Mortgage ServicesOct 2014 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Sound Income Strategies, LLC
$4.2BAssets managed
24,757Clients
121Advisers
11 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
- 7735705
- Firm CRD
- 173272