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James Stuart Falcone

FULCRUM WEALTH ADVISORS, LLC·BELLEVUE, Washington
Clean recordFULCRUM WEALTH ADVISORS, LLC
10940 NE 33RD PLACE, SUITE 210, BELLEVUE, WA 98004CRD# 2536341Firm CRD# 169277

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Stuart Falcone · BELLEVUE, WA
Registration
CRD #2536341 · FULCRUM WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Stuart Falcone is a registered financial advisor based in BELLEVUE, Washington, affiliated with FULCRUM WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FULCRUM WEALTH ADVISORS, LLC
FULCRUM WEALTH ADVISORS, LLC
AUM
$106M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at FULCRUM WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2536341
Firm CRD# 169277
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Stuart Falcone offer?
James Stuart Falcone specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.
What are James Stuart Falcone's credentials?
James Stuart Falcone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Stuart Falcone located?
James Stuart Falcone is based in BELLEVUE, Washington, working with FULCRUM WEALTH ADVISORS, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does James Stuart Falcone charge for services?
James Stuart Falcone's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FULCRUM WEALTH ADVISORS, LLC?
FULCRUM WEALTH ADVISORS, LLC has approximately 4 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FULCRUM WEALTH ADVISORS, LLC

Michael Stevan Rose
BELLEVUE, WA

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