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Robert F
Series 65
Star, ID
Stewardship Asset Management LLC
Robert Falco is a financial advisor at Stewardship Asset Management LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Wells Fargo Bank for 17 years. Outside of his advisory role, he owns Falconium Capital LLC and Falconium Investments LLC, which he uses for personal investment and trading activities. Stewardship Asset Management serves individual investors, including high-net-worth individuals, and charitable organizations by providing portfolio management, financial planning, and access to estate-planning tools through the Wealth.com platform. The firm employs a range of analysis methods and strategies, including options and derivative trading, and offers a monthly newsletter and an estate-planning workflow leveraging advisor read-only visibility.
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