Phillip Calandra, financial advisor Glastonbury CT

Phillip Calandra

CRD Number: 5418864
Current Firm: Apella Wealth

Phillip Calandra (CRD# 5418864) is an Investment Advisor Representative working at Apella Wealth in Glastonbury, CT and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Apella Capital, LLC Glastonbury, CT Apr 2021 - Current 2
Calandra Financial, LLC Atlanta, GA Oct 2018 - Jan 2022 3
Calandra Wealth Management, LLC Atlanta, GA Sep 2010 - Jan 2022 11
Retirement Wealth Advisors, Inc. Grand Rapids, MI Jul 2014 - Apr 2020 5
Calandra Financial Group, LLC Atlanta, GA Feb 2009 - Oct 2018 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2007
Contact Info for Phillip A. Calandra
Phone Number: 860.785.2260
Registered State(s):
  • CT
  • GA
By the Numbers
  • Total Assets Under Management
    2,478
    MILLIONS
  • Total Number of Accounts
    7,259
    ACCOUNTS
  • Average Account Value
    $341,392
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

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