David
Falcone
Cbiz Investment Advisory Services, LLC
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About this Advisor
David Falcone is a financial advisor based in Conshohocken, Pennsylvania, working with Cbiz Investment Advisory Services, LLC. David has previously held positions at Nylife Securities, LLC, New York Life Insurance Company, The Catholic University Of America, Merrill Lynch, Pierce, Fenner & Smith Inc, Catholic University Athletics, Mutual Of America, and Cbiz. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri and Pennsylvania. Currently, David is part of Cbiz Investment Advisory Services, LLC, which operates out of Conshohocken, Pennsylvania. The firm has 20 offices and 94 employees. The firm manages assets totaling $8.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Cbiz Investment Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cbiz Investment Advisory Services, LLC Brokerage Details
$8,859,446,751
94
2,257
$3,925,320
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
David Falcone Work History
Cbiz
Mutual Of America
Merrill Lynch, Pierce, Fenner & Smith Inc
Nylife Securities, LLC
New York Life Insurance Company
The Catholic University Of America
Catholic University Athletics
Disclosures
Please visit the SEC profile of David Falcone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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