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Michael John Falco

Falco Wealth Management

Paoli, PA

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Current Employers
Falco Wealth Management

1500 E. Lancaster Ave. Suite 100, Paoli, PA 19301 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-05-15
  • PA RA
    APPROVED
    Since 2024-05-15

Branch Locations

1500 E. Lancaster Ave. Suite 100, Paoli, PA 19301 • 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
Falco Wealth Management Berwyn PA 01/1993 Present
Horter Investment Management Cincinnati OH 02/2015 04/2018
Virtue Capital Management, Llc Brentwood TN 04/2018 05/2024
Falco Wealth Planning Paoli PA 05/2024 Present
Previous Registrations
Other Businesses

FALCO INSURANCE SERVICES, Title: OWNER, Description: INSURANCE/ANNUITY, Start Date: 06-15-2025, Address: 1500 E. LANCASTER AVE., SUITE 100, PAOLI, PA 10301, Investment-related? NO, Hours per month: 150, During trading hours: 150, all hours conducted when acting under the DBA Falco Wealth Management FALCO TAX SERVICES, Title: OWNER, Description: SALES AND TAX PREPARATION, Start Date: 06-15-1962, Address: 1500 E. LANCASTER AVE., SUITE 100, PAOLI, PA 10301, Investment-related? NO, Hours per month: 20, During trading hours: 20, all hours conducted when acting under the DBA Falco Wealth Management

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-05-12
S63 Uniform Securities Agent State Law Examination 1983-08-26
  • S65 Uniform Investment Adviser Law Examination
    2004-05-12
  • S63 Uniform Securities Agent State Law Examination
    1983-08-26
Other Names
  • Mike Falco

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