Anthony Calvino (CRD# 7154481) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Columbus, OH and has 1 year of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trinity Financial Advisors LLC | Columbus, OH | May 2023 - Current | < 1 |
| Damascus Catholic Mission Campus | Centerburg, OH | May 2021 - May 2023 | 2 |
| Robert Morris University | Moon Township, PA | May 2018 - Apr 2021 | 2 |
| Waldron Private Wealth | Bridgeville, PA | May 2020 - Oct 2020 | < 1 |
| Northwestern Mutual | Pittsburgh, PA | Aug 2019 - May 2020 | < 1 |
| Eatn Park | Shaler, PA | May 2018 - Aug 2019 | 1 |
| Community College Of Allegheny County | Pittsburgh, PA | Aug 2017 - May 2018 | < 1 |
| Homeschooling | Pittsburgh, PA | May 2013 - Aug 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- OH
-
Total Assets Under Management487MILLIONS
-
Total Number of Accounts982ACCOUNTS
-
Average Account Value$496,263
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
OH
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