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Michael Alan Cox

CALVERT FINANCIAL ADVISORY, INC.·DUNKIRK, Maryland
SIE, Series 7, Series 66Clean record18 years registeredCALVERT 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. · 18 years registered
Brand Profile
Not yet started
01

Career History

COMMONWEALTH FINANCIAL NETWORK
Mar 2014 – present
CALVERT WEALTH MANAGEMENT, INC.
Jan 2009 – Aug 2014
DUNKIRK, MD
LPL FINANCIAL CORPORATION
Aug 2008 – Jan 2010
DUNKIRK, MD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · August 5, 2008
Years registered · 18
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. →
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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.

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

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