Nicole
Amore

Falcon Wealth Planning, Inc

CRD#6648578
Investment Advisor
in Villa Park, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nicole Amore is a financial advisor based in Villa Park, Illinois, working with Falcon Wealth Planning, Inc. Nicole has previously held positions at Morgan Stanley, Starbucks, Morgan Stanley Private Bank, N.A, E*Trade Securities LLC, E*Trade Capital Management LLC, and Falcon Wealth Planning, Inc. Nicole has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Nicole is part of Falcon Wealth Planning, Inc, which operates out of Villa Park, Illinois. The firm has 41 offices and 27 employees. The firm manages assets totaling $825.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Falcon Wealth Planning, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1 Trans Am Plaza Dr1
Villa Park, IL 60181

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Falcon Wealth Planning, Inc Brokerage Details

Total Assets Under Management

$825,827,195

IL Average: $7,578,581,321
Total Number of Employees

27

IL Average: 43
Total Number of Accounts

4,424

IL Average: 3,727
Average Account Size

$186,670

IL Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Nicole Amore Work History

2023 - Present (1 year)

Falcon Wealth Planning, Inc

2018 - Present (6 years)

E*Trade Securities LLC

2018 - Present (6 years)

E*Trade Capital Management LLC

2016 - 2018 (2 years)

Morgan Stanley

2016 - 2018 (2 years)

Morgan Stanley Private Bank, N.A

2007 - 2016 (9 years)

Starbucks

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Nicole Amore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Falcon Wealth Planning, Inc

Gabriel Shahin
Ontario, CA
Ellen Brasee
Ontario, CA
Michael Jensen
Ontario, CA
Ricky Perez
Ontario, CA
Ryan Perry
Ontario, CA
Zackary Royce
Ontario, CA
Marc Melendez
Ontario, CA
Crystal Kozlak
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started