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Albert Francis Calfo

BLUESTONE WEALTH ADVISORS, INC.·VENETIA, Pennsylvania
Clean recordBLUESTONE WEALTH ADVISORS, INC.
538 VALLEY BROOK ROAD, VENETIA, PA 15367CRD# 1257945Firm CRD# 122460

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Albert Francis Calfo · VENETIA, PA
Registration
CRD #1257945 · BLUESTONE WEALTH ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Albert Francis Calfo is a registered financial advisor based in VENETIA, Pennsylvania, affiliated with BLUESTONE WEALTH ADVISORS, 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
VALLEY BROOK CAPITAL GROUP, INC.
VALLEY BROOK CAPITAL GROUP
AUM
$169M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at VALLEY BROOK CAPITAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1257945
Firm CRD# 122460
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Albert Francis Calfo offer?
Albert Francis Calfo specializes in Financial Planning, Investment Management. Contact their office in VENETIA, Pennsylvania for a consultation.
What are Albert Francis Calfo's credentials?
Albert Francis Calfo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Albert Francis Calfo located?
Albert Francis Calfo is based in VENETIA, Pennsylvania, working with BLUESTONE WEALTH ADVISORS, INC.. Their office serves clients in the VENETIA metropolitan area and surrounding communities.
How does Albert Francis Calfo charge for services?
Albert Francis Calfo's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUESTONE WEALTH ADVISORS, INC.?
BLUESTONE WEALTH ADVISORS, INC. has approximately 7 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BLUESTONE WEALTH ADVISORS, INC.

Robert Michael Pulit
VENETIA, PA
Gregory Jon Martik
VENETIA, PA
Benjamin Louis Martik
VENETIA, PA
Jayme Alan Russo
VENETIA, PA

Browse by Specialty

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