Marcelo
Fallick

Edward Jones

CRD#6416993
Investment Advisor
in Houston, TX

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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

Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

2600 South Gessner Suite 102
Houston, TX 77063

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

TX Average: $11,469,110,461
Total Number of Employees

25,919

TX Average: 458
Total Number of Accounts

3,336,586

TX Average: 33,415
Average Account Size

$126,847

TX Average: $343,232

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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.

2015 - Present (5 years)

Edward Jones

2014 - 2015 (1 year)

Edward Jones

2014 - 2014 (< 1 year)

Houston Technology Center

2013 - 2014 (1 year)

Bose Corporation

2010 - 2013 (3 years)

Fallene Cosmeceuticals LTD

Disclosures

Marcelo Fallick has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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