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Michael Alan Cox

CALVERT FINANCIAL ADVISORY, INC.·DUNKIRK, Maryland
Clean recordCALVERT FINANCIAL ADVISORY, INC.
3175 WEST WARD ROAD, DUNKIRK, MD 20754CRD# 5135402Firm CRD# 115639

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Alan Cox · DUNKIRK, MD
Registration
CRD #5135402 · CALVERT FINANCIAL ADVISORY, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Alan Cox is a registered financial advisor based in DUNKIRK, Maryland, affiliated with CALVERT FINANCIAL ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CALVERT WEALTH MANAGEMENT, INC.
CALVERT WEALTH MANAGEMENT, INC.
AUM
$138M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CALVERT WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5135402
Firm CRD# 115639
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Alan Cox offer?
Michael Alan Cox specializes in Financial Planning, Investment Management. Contact their office in DUNKIRK, Maryland for a consultation.
What are Michael Alan Cox's credentials?
Michael Alan Cox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Alan Cox located?
Michael Alan Cox is based in DUNKIRK, Maryland, working with CALVERT FINANCIAL ADVISORY, INC.. Their office serves clients in the DUNKIRK metropolitan area and surrounding communities.
How does Michael Alan Cox charge for services?
Michael Alan Cox'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 FINANCIAL ADVISORY, INC.?
CALVERT FINANCIAL ADVISORY, INC. has approximately 4 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CALVERT FINANCIAL ADVISORY, INC.

John Thomas Stone
DUNKIRK, MD
Kelly Colleen Sheahan
DUNKIRK, MD
Bradley Emmett Sheahan
DUNKIRK, MD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in MarylandNational Fee Analysis
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