Unclaimed Profile

Phillip Arnold Calandra

APELLA CAPITAL, LLC·WEST HARTFORD, Connecticut

Series 65Clean record18 years registeredAPELLA CAPITAL, LLC

65 MEMORIAL DRIVE, WEST HARTFORD, CT 06033CRD# 5418864Firm CRD# 171106

Profile Verification

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

Identity

Phillip Arnold Calandra · WEST HARTFORD, CT

Registration

CRD #5418864 · APELLA CAPITAL, LLC · 18 years registered

Brand Profile

Not yet started

Career History

APELLA WEALTH

Apr 2021 – present

CALANDRA WEALTH MANAGEMENT, LLC

Mar 2017 – Feb 2022

ATLANTA, GA

RETIREMENT WEALTH ADVISORS, INC.

Jul 2014 – Apr 2020

Atlanta, GA

GLOBAL FINANCIAL PRIVATE CAPITAL, LLC

Jul 2010 – Nov 2011

KENNESAW, GA

CALANDRA WEALTH MANAGEMENT, LLC

Jul 2009 – Dec 2016

ATLANTA, GA

PLANMEMBER SECURITIES CORPORATION

Sep 2008 – Jan 2009

KENNESAW, GA

CALANDRA WEALTH MANAGEMENT, LLC

Oct 2007 – Aug 2008

KENNESAW, GA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 26, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

APELLA CAPITAL, LLC

CRD 171106 · SEC 801-79650

AUM

$3.3B

Regulatory assets under management

Employees

8,605 client accounts

Services offered by APELLA CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at APELLA CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Phillip Arnold Calandra offer?

Phillip Arnold Calandra specializes in Financial Planning, Investment Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Phillip Arnold Calandra's credentials?

Phillip Arnold Calandra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Phillip Arnold Calandra located?

Phillip Arnold Calandra is based in WEST HARTFORD, Connecticut, working with APELLA CAPITAL, LLC. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.

How does Phillip Arnold Calandra charge for services?

Phillip Arnold Calandra's firm is compensated through percentage of aum, other: fee for financial planning services. fees for technology.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is APELLA CAPITAL, LLC?

APELLA CAPITAL, LLC has approximately 77 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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