Antonio Scaletti (CRD# 6060945) is an Investment Advisor Representative working at Creative Planning in Rocklin, CA and has over 11 years of experience in the finance industry. Antonio Scaletti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Planning, LLC | Overland Park, KS | Jun 2022 - Current | 1 |
| Wetherby Asset Management, LLC | San Francisco, CA | Dec 2020 - Jun 2022 | 1 |
| Roof, Eidam & Maycock, LLC | San Francisco, CA | Feb 2016 - Dec 2020 | 4 |
| Unemployed | Concord, CA | Jul 2015 - Feb 2016 | < 1 |
| Massmutual, Inc. | Walnut Creek, CA | Nov 2014 - Jul 2015 | < 1 |
| Unemployed | Concord, CA | Jul 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
- CA
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Total Assets Under Management175,272MILLIONS
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Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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