AdvisorOS Directory
Claim Profile
Unclaimed Profile
JS

John Thomas Stone

CALVERT WEALTH MANAGEMENT, INC.·DUNKIRK, Maryland
SIE, Series 7, Series 66Clean record16 years registeredCALVERT WEALTH MANAGEMENT, INC.
3175 WEST WARD ROAD, DUNKIRK, MD 20754CRD# 5365268Firm CRD# 115639

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Thomas Stone · DUNKIRK, MD
Registration
CRD #5365268 · CALVERT WEALTH MANAGEMENT, INC. · 16 years registered
Brand Profile
Not yet started
01

Career History

CALVERT WEALTH MANAGEMENT, INC.
Mar 2011 – present
LPL FINANCIAL CORPORATION
May 2010 – Nov 2010
HUNTINGTOWN, MD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · May 17, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CALVERT WEALTH MANAGEMENT, INC.
CRD 115639 · SEC 801-118382
AUM
$138M
Regulatory assets under management
Employees
4
699 client accounts
Services offered by CALVERT WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CALVERT WEALTH MANAGEMENT, INC. →
Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DUNKIRK?

Browse all registered financial advisors in DUNKIRK, Maryland or claim this profile if it's yours.

Browse DUNKIRK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does John Thomas Stone offer?
John Thomas Stone specializes in Financial Planning, Investment Management. Contact their office in DUNKIRK, Maryland for a consultation.
What are John Thomas Stone's credentials?
John Thomas Stone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Thomas Stone located?
John Thomas Stone is based in DUNKIRK, Maryland, working with CALVERT WEALTH MANAGEMENT, INC.. Their office serves clients in the DUNKIRK metropolitan area and surrounding communities.
How does John Thomas Stone charge for services?
John Thomas Stone's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CALVERT WEALTH MANAGEMENT, INC.?
CALVERT WEALTH MANAGEMENT, INC. has approximately 4 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CALVERT WEALTH MANAGEMENT, INC.

Kelly Colleen Sheahan
DUNKIRK, MD
Bradley Emmett Sheahan
DUNKIRK, MD
ChFC
Michael Alan Cox
DUNKIRK, MD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BALTIMORE (162)BETHESDA (145)ROCKVILLE (90)HUNT VALLEY (66)TOWSON (60)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)OWINGS MILLS (18)
City Guides
BALTIMORE GuideBETHESDA GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Request removal of this profile