Gaetano Scalzo (CRD# 7046528) is an Investment Advisor Representative working at Claremont Financial Group,inc. in Claremont, CA and has over 3 years of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Investment Group Inc. | Raleigh, NC | Nov 2020 - Current | 3 |
| Claremont Financial Group | Costa Mesa, CA | Nov 2018 - Current | 5 |
| Claremont Financial Group, Inc. | Costa Mesa, CA | Nov 2018 - Current | 5 |
| California State University Fullerton | Fullerton, CA | Aug 2015 - May 2020 | 4 |
| Robert Hord Refinishing | Huntington Beach, CA | Apr 2017 - Nov 2018 | 1 |
| Endless Sun Surf | Newport Beach, CA | Jul 2018 - Sep 2018 | < 1 |
| Orange Coast College | Costa Mesa, CA | Jan 2017 - May 2017 | < 1 |
| The Butchery | Costa Mesa, CA | Feb 2017 - Apr 2017 | < 1 |
| Duffy Electric Boats | Newport Beach, CA | Oct 2015 - Dec 2016 | 1 |
| Sessions Sandwiches | Newport Beach, CA | Apr 2014 - Oct 2015 | 1 |
| Newport Harbor High School | Newport Beach, CA | Sep 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- CA
-
Total Assets Under Management110MILLIONS
-
Total Number of Accounts545ACCOUNTS
-
Average Account Value$202,386
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, OR, TX
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