Unclaimed Profile

Michael J Calvelli

PROTECTED INVESTORS OF AMERICA·SAN FRANCISCO, California

SIE, Series 7, Series 24, Series 63, Series 65Clean record24 years registeredPROTECTED INVESTORS OF AMERICA

235 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 1237708Firm CRD# 6082

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael J Calvelli · SAN FRANCISCO, CA

Registration

CRD #1237708 · PROTECTED INVESTORS OF AMERICA · 24 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jun 2016 – present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Jun 2016 – present

PROTECTED INVESTORS OF AMERICA

Mar 2012 – Jul 2016

Santa Rosa, CA

SORRENTO PACIFIC FINANCIAL, LLC

Dec 2004 – Jul 2007

SAN DIEGO, CA

CUSO FINANCIAL SERVICES, L.P.

Aug 2003 – Sep 2005

SAN DIEGO, CA

FINANCIAL NETWORK INVESTMENT CORPORATION

Jul 2002 – Aug 2003

SAN RAFAEL, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 17, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROTECTED INVESTORS OF AMERICA

CRD 6082 · SEC 801-10299

AUM

$608M

Regulatory assets under management

Employees

2,142 client accounts

Services offered by PROTECTED INVESTORS OF AMERICA

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PROTECTED INVESTORS OF AMERICA →

Introduction

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Frequently Asked Questions

What services does Michael J Calvelli offer?

Michael J Calvelli specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Michael J Calvelli's credentials?

Michael J Calvelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael J Calvelli located?

Michael J Calvelli is based in SAN FRANCISCO, California, working with PROTECTED INVESTORS OF AMERICA. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Michael J Calvelli charge for services?

Michael J Calvelli's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROTECTED INVESTORS OF AMERICA?

PROTECTED INVESTORS OF AMERICA has approximately 68 employees and manages $608M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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