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Michael Alan Cox

CALVERT FINANCIAL ADVISORY, INC.·DUNKIRK, Maryland
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3175 WEST WARD ROAD, DUNKIRK, MD 20754CRD# 5135402Firm CRD# 115639
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
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
No disclosures on file
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 in DUNKIRK
Kelly Colleen Sheahan — CALVERT WEALTH MANAGEMENT, INC.Bradley Emmett Sheahan — CALVERT WEALTH MANAGEMENT, INC.John Thomas Stone — CALVERT WEALTH MANAGEMENT, INC.
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
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