Zachary Falbo
Advisor at Mount Vernon Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Mount Vernon Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Mount Vernon, OH 43050
Credentials
Series 66
Industry experience
8 years
Zachary Falbo is a financial advisor at Mount Vernon Financial, LLC with eight years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley, E*TRADE Capital Management, TD Ameritrade Investment Management, Scottrade, and Regions Bank. Outside of his advisory role, he manages rental properties in Pensacola, Florida. Mount Vernon Financial, LLC is a fee-only investment adviser serving individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a combination of fundamental analysis and Modern Portfolio Theory to construct asset-allocation portfolios using both passive and active investment vehicles.
Based on Mount Vernon Financial
Based on Mount Vernon Financial
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001+: 0.90%
Account minimum: $25,000 Fee-only: Financial planning fixed fee range from $500 to $8,000, fees are negotiable and due upon completion.
20 West Ohio Avenue
Mount Vernon, OH 43050
Ohio
Mount Vernon Financial, LLC
2026 - Present (1 year)
Morgan Stanley
2023 - 2026 (3 years)
Morgan Stanley
2023 - 2026 (3 years)
Morgan Stanley
2023 - 2026 (3 years)
E*TRADE Capital Management LLC
2021 - 2026 (5 years)
E*TRADE Securities LLC
2021 - 2026 (5 years)
Unemployed
2021 - 2021 (1 year)
TD Ameritrade Investment Management, LLC
2018 - 2021 (3 years)
Td Ameritrade, Inc.
2018 - 2021 (3 years)
Scottrade, Inc.
2016 - 2018 (2 years)
Regions Bank
2015 - 2016 (1 year)
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Accountant / CPA / tax prep
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Broker-dealer / trader
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Bank
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Trust company
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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