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Robert Vincent Falco

Stewardship Asset Management LLC

Star, ID

CRD 8038502

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Employer firm

Stewardship Asset Management LLC CRD 334790

$2.75M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Stewardship Asset Management Llc

Star, ID • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-02-26
  • ID RA
    APPROVED
    Since 2025-02-26

Branch Locations

Star, ID • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank Boise ID 10/2002 10/2019
Real Life Trading Nashville TN 10/2019 06/2022
Falconium Capital Llc Star ID 06/2022 Present
Stewardship Asset Management Llc Star ID 01/2025 Present
  • 10/2002 → 10/2019
    Wells Fargo Bank
    Boise, ID
  • 10/2019 → 06/2022
    Real Life Trading
    Nashville, TN
  • 06/2022 → Present
    Falconium Capital Llc
    Star, ID
  • 01/2025 → Present
    Star, ID
Other Businesses

Robert Falco owns Falconium Capital LLC and Falconium Investments LLC. Both are used for personal investments/trading. Robert Falco has an active Real Estate Salesperson license for referral purposes only. He does not practice as a Realtor nor has a realtor designation. Robert Falco also manages a rental property. Approximately ten hours a week are spent on these other business activities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-14
  • S65 Uniform Investment Adviser Law Examination
    2025-01-14
Other Names
  • Robert Falco

View on SEC IAPD

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