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Todd Douglas Calamita

CALAMITA WEALTH MANAGEMENT INC.·CHARLOTTE, North Carolina
Clean recordCALAMITA WEALTH MANAGEMENT INC.
6135 PARK SOUTH DRIVE, CHARLOTTE, NC 28210CRD# 3204341Firm CRD# 153316

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Todd Douglas Calamita · CHARLOTTE, NC
Registration
CRD #3204341 · CALAMITA WEALTH MANAGEMENT INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Todd Douglas Calamita is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with CALAMITA WEALTH MANAGEMENT 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
CALAMITA WEALTH MANAGEMENT INC.
CALAMITA WEALTH MANAGEMENT
AUM
$109M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CALAMITA WEALTH MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3204341
Firm CRD# 153316
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Todd Douglas Calamita offer?
Todd Douglas Calamita specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Todd Douglas Calamita's credentials?
Todd Douglas Calamita is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Douglas Calamita located?
Todd Douglas Calamita is based in CHARLOTTE, North Carolina, working with CALAMITA WEALTH MANAGEMENT INC.. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Todd Douglas Calamita charge for services?
Todd Douglas Calamita's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CALAMITA WEALTH MANAGEMENT INC.?
CALAMITA WEALTH MANAGEMENT INC. has approximately 5 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
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Research
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