Cal Cacciaguida, financial advisor Parsippany NJ

Cal Cacciaguida

CRD Number: 6690980
Current Firm: Summit Financial, LLC

Cal Cacciaguida (CRD# 6690980) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Equities, Inc. Parsippany, NJ Dec 2018 - Current 2
Summit Financial, LLC Parsippany, NJ Dec 2018 - Current 2
Purshe Kaplan Sterling Investments Albany, NY Oct 2018 - Current 3
Summit Equities, Inc. Parsippany, NJ Sep 2018 - Oct 2018 < 1
Securian Financial Services Inc. St. Paul, MN Jul 2018 - Aug 2018 < 1
Minnesota Life Insurance Co St. Paul, MN Jul 2018 - Aug 2018 < 1
Allied Wealth Partners Parsippany, NJ Jul 2018 - Aug 2018 < 1
Ramapo College Of New Jersey Mahwah, NJ Sep 2014 - May 2018 3
Morgan Stanley Florham Park, NJ Sep 2016 - Jan 2018 1
Nga Group Inc. North Brunswick, NJ May 2016 - Aug 2016 < 1
Unemployed Sparta, NJ Jul 2008 - Sep 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2018
Contact Info for Cal C. Cacciaguida
Phone Number: 973-285-3600
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    4,147
    MILLIONS
  • Total Number of Accounts
    7,378
    ACCOUNTS
  • Average Account Value
    $562,010
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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