Philip Wieloch, financial advisor Tampa FL

Philip Wieloch

CRD Number: 2819327
Current Firm: Calton & Associates, Inc.

Philip Wieloch (CRD# 2819327) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Calton & Associates, Inc. Tampa, FL Apr 2019 - Current 4
Phil Wieloch Financial Clinton, CT Mar 2002 - Current 22
Capital Financial Services, Inc. Minot, ND Aug 2016 - Apr 2019 2
Investors Capital Corporation Lynnfield, MA Feb 2002 - Aug 2016 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1996
S65 NASAA Investment Advisors Law Examination Jul 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Philip T. Wieloch
Phone Number: 813-264-0440
Firm Website: http://www.calton.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,059
    MILLIONS
  • Total Number of Accounts
    6,846
    ACCOUNTS
  • Average Account Value
    $154,702
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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