John Streur, financial advisor Bethesda MD
93 score

John Streur

CRD Number: 1251132
Current Firm: Calvert Investment Management, Inc.

John Streur (CRD# 1251132) is an Investment Advisor Representative working at Calvert Investment Management, Inc. in Bethesda, MD and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Calvert Investment Services, Inc. Bethesda, MD May 2016 - Current < 1
Calvert Investment Distributors, Inc. Bethesda, MD Oct 2014 - Current 2
Quasar Distributors, LLC Milwaukee, WI Oct 2012 - Oct 2014 2
Portfolio 21 Investments, Inc. Portland, OR Jul 2012 - Oct 2014 2
Self-employed Chicago, IL Feb 2012 - Jul 2012 < 1
Managers Investment Group LLC Chicago, IL Jan 2005 - Jan 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2003
S65 NASAA Investment Advisors Law Examination Jun 1992
Contact Info for John H. Streur
Phone Number: 301-951-4881
Firm Website: http://www.calvert.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    11,950
    MILLIONS
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $239,001,897
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

MD, OH

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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