Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
11yrs
Marcelo Fallick
Financial advisor at Edward Jones
Based in Houston, Texas, Marcelo Fallick is a fiduciary financial advisor with 11 years of industry experience. Marcelo joined Edward Jones in 2016, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 52% of advisors at Edward Jones
Office2600 South Gessner Suite 102, Houston, TX 77063
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowEdward JonesCurrent firm
Questions to ask Marcelo
Tailored to Marcelo’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 Marcelo
How do I contact Marcelo?
Call Edward Jones at 314-515-2000 and ask for Marcelo Fallick. Marcelo works from the Houston, TX office.
How long has Marcelo been a financial advisor?
Marcelo has been in the industry since 2015, about 11 years. More experience than 52% of advisors at Edward Jones.
What licenses does Marcelo hold?
Series 66. Tap any license on this page to see what it allows.
Is Marcelo a fiduciary?
Marcelo is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marcelo paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Marcelo 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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