RBC Capital Markets
46yrs
Top advisor by experience in Frisco
3yrs
Gregory Fallon has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Frisco, Texas. After less than a year at Strategic Advisers and less than a year at Fidelity Personal and Workplace Advisors, Gregory joined Merrill in 2025, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 808 advisors with offices in Frisco, and one of 767 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office1 Cowboys Way, Frisco, TX 75034
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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.
Career
- Sep 2025 – nowMerrillCurrent firm
- Mar 2025 – Sep 2025Strategic Advisers LLCPreviously
- Jan 2025 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Gregory
Local office(940) 297-6900Ask for Gregory. (800) 637-7455Main office · New York, NY 1 Cowboys WayFrisco, TX 75034Office · Get directions
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Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Gregory
How do I contact Gregory?
Call Gregory’s local office at (940) 297-6900 or the Merrill main office at (800) 637-7455, and ask for Gregory Fallon.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Gregory hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Gregory 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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