Antonetti Capital Management
46yrs
Top advisor by experience in St. Petersburg
24yrs
Stephen Fallon has worked in the financial industry for 24 years and is a financial advisor based in St. Petersburg, Florida. After 17 years at Legend Advisory, Stephen joined Lincoln Investment in 2017, a firm offering financial planning, investment management, and selecting outside investment managers. Stephen holds the CFP® designation.
At a glance
Experience24 years (since 2002)
How that compares ?Top 25% by experience in St. Petersburg
Office780 94th Avenue North Suite 107, St. Petersburg, FL 33702
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$157,266
Advisors at the firm900
States licensed ?1 state
Services through Lincoln Investment
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2018 – nowCapital AnalystsCurrent
- 2017 – nowLincoln InvestmentCurrent firm
- 2002 – 2019Legend Advisory, LLCPreviously
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Lincoln Investment at 215-887-8111 and ask for Stephen Fallon. Stephen works from the St. Petersburg, FL office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2002, about 24 years. Top 25% by experience in St. Petersburg.
What licenses does Stephen hold?
Series 63. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Stephen paid?
Lincoln Investment reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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