Unclaimed Profile

Joanne Finley Stegmoyer

FALMOUTH INVESTMENT COMPANY, INC.·SHAKER HEIGHTS, Ohio

Clean record8 years registeredFALMOUTH INVESTMENT COMPANY, INC.

3401 TUTTLE ROAD, SHAKER HEIGHTS, OH 44122CRD# 5163348Firm CRD# 122268

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joanne Finley Stegmoyer · SHAKER HEIGHTS, OH

Registration

CRD #5163348 · FALMOUTH INVESTMENT COMPANY, INC. · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FALMOUTH INVESTMENT COMPANY, INC.

NEW PARAGON, LLC

Jun 2018 – Jul 2024

SHAKER HEIGHTS, OH

Registrations & Exams

Registration record

First registered · June 27, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEW FALMOUTH, LLC

CRD 122268 · SEC 801-61436

AUM

$519M

Regulatory assets under management

Employees

37 client accounts

Services offered by NEW FALMOUTH, LLC

Per Form ADV

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at NEW FALMOUTH, LLC →

Introduction

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Frequently Asked Questions

What services does Joanne Finley Stegmoyer offer?

Joanne Finley Stegmoyer specializes in Retirement Planning.

What are Joanne Finley Stegmoyer's credentials?

Joanne Finley Stegmoyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joanne Finley Stegmoyer located?

Joanne Finley Stegmoyer is based in SHAKER HEIGHTS, Ohio, last registered with FALMOUTH INVESTMENT COMPANY, INC..

How does Joanne Finley Stegmoyer charge for services?

Joanne Finley Stegmoyer's firm is compensated through percentage of aum, performance-based fees, other: fixed organization fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FALMOUTH INVESTMENT COMPANY, INC.?

FALMOUTH INVESTMENT COMPANY, INC. is a registered investment adviser with the SEC, managing $519M in regulatory assets under management. See their Form ADV for full details.

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