About this Advisor
Marcelo Fallick is an investment advisor whose office is in Houston, Texas. Currently a registered advisor with Edward Jones, Fallick has 10 years of experience as a financial advisor. Fallick has a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Fallick can serve customers based out of Texas. During their career, the advisor has held roles at Edward Jones, Houston Technology Center, Bose Corporation and Fallene Cosmeceuticals LTD. Edward Jones is located in Houston, Texas, and operates out of 14,439 brick-and-mortar locations in the country. As a company, Edward Jones manages $423 billion in assets covering 3,336,586 accounts and employs more than 25,919 people. The firm's total assets under management places it among the largest financial advisory firms in the United States. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 10% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Edward Jones offers portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Marcelo Fallick Work History
Marcelo has 10 years of experience.
Houston Technology Center
Fallene Cosmeceuticals LTD
Marcelo Fallick has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones