Unclaimed Profile

Marilee Anne Falco

AGILI, P.C.·RICHMOND, Virginia

Series 7, Series 31, Series 63, Series 65Clean record16 years registeredAGILI, P.C.

1806 SUMMIT AVENUE, RICHMOND, VA 23230CRD# 3009182Firm CRD# 107664

Profile Verification

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

Identity

Marilee Anne Falco · RICHMOND, VA

Registration

CRD #3009182 · AGILI, P.C. · 16 years registered

Brand Profile

Not yet started

Career History

CW ADVISORS, LLC

Aug 2024 – present

AGILI, P.C.

May 2012 – Aug 2024

RICHMOND, VA

LPL FINANCIAL LLC

Apr 2010 – Mar 2011

BETHLEHEM, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · April 30, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AGILI, P.C.

CRD 107664 · SEC 801-43264

AUM

$1.1B

Regulatory assets under management

Employees

2,179 client accounts

Services offered by AGILI, P.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at AGILI, P.C. →

Introduction

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Frequently Asked Questions

What services does Marilee Anne Falco offer?

Marilee Anne Falco specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Marilee Anne Falco's credentials?

Marilee Anne Falco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marilee Anne Falco located?

Marilee Anne Falco is based in RICHMOND, Virginia, working with AGILI, P.C.. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Marilee Anne Falco charge for services?

Marilee Anne Falco's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AGILI, P.C.?

AGILI, P.C. has approximately 21 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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